Julia Rafalko Vaughn

Current Employers

Employment History

• 03/2011 → 12/2023
  Symphonic Securities Llc
  Lutherville, MD
• 03/2011 → 12/2023
  Symphonic Financial Advisors Llc
  Lutherville, MD
• 12/2023 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2011-04-06 → 2023-12-20
  Symphonic Financial Advisors Llc
  New York, NY
  Lutherville, MD
• 2006-01-26 → 2009-04-20
  Credit Suisse Securities (Usa) Llc
  New York, NY
  New York, NY
  Baltimore, MD
• 2003-10-27 → 2004-08-10
  Legg Mason Wood Walker, Incorporated
  New York, NY

Other Businesses

(1) NAME: Law Office of Julia S. Rafalko; ;Non-Investment related; ADDRESS: 1922 Greenspring Valley Road, Stevenson, MD 21153 Nature of OBA: I am an estate planning attorney and have been asked to prepare Wills/Trusts and Estate Administration Position/Title/Relationship: Sole Proprietor. Time Devoted: 10 hours per month; 2 hours during securities trading hours Duties: Acting Trustee (2) TRUSTEE, WILLIAM S. CULMAN TRUST; TRUSTEE, THE REYNOLDS TRUST; INVESTMENT RELATED-NO; BUSINESS ADDRESS-1922 Greenspring Valley Road, Stevenson, MD 21153; NATURE OF BUSINESS-IRREVOCABLE TRUST; POSITION-TRUSTEE; START DATE-03/01/2018; HOURS PER MONTH-4; HOURS DURING TRADING-1; DUTIES-ACTING TRUSTEE (3) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Ms. Vaughn Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-24

Other Names

• Julia Is Rafalko
• Julia Sara Rafalko
• Julia Rafalko Vaughn
• Julia S Rafalko