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Julia Renee Lindberg

&Partners

Clayton, MO

Eugene, OR

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Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-12-04
TX RA APPROVED_RES 2025-11-23
  • OR RA
    APPROVED
    Since 2025-12-04
  • TX RA
    APPROVED_RES
    Since 2025-11-23

Branch Locations

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

1991 Garden Ave, Eugene, OR 97403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Eugene OR 08/2010 01/2023
Parsons Financial Advisors Eugene OR 01/2023 11/2025
&Partners Nashville TN 11/2025 Present
Previous Registrations
Other Businesses

1) Fixed insurance sales; as of 2/17/2011; Less than 10% time spent during business hours; Conducted at branch location; Investment related. 2) Lindberg Investments Llc President And Owner; Entity Created For Securities Business; Investment Related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-21
S63 Uniform Securities Agent State Law Examination 1999-08-25
  • S66 Uniform Combined State Law Examination
    2010-07-21
  • S63 Uniform Securities Agent State Law Examination
    1999-08-25
Other Names
  • Julia Ortiz
  • Julia Renee Ortiz

View on SEC IAPD

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