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Julie Ann Burenga

LPl Financial LLC

Fort Wayne, IN

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-06-21
  • IN RA
    APPROVED
    Since 2023-06-21

Branch Locations

6209 Constitution Drive, Fort Wayne, IN 46804 • 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
Lpl Financial Llc Fort Wayne IN 06/2023 Present
Jehl & Kreilach Financial Management Ft. Wayne IN 05/2005 Present
Cambridge Investment Research,Inc Fairfield IA 05/2005 06/2023
Cambridge Investment Research Advisors, Inc Fairfield IA 05/2005 06/2023
Previous Registrations
  • 2005-05-19 → 2023-06-29
    Fort Wayne, IN
    Fort Wayne, IN
  • 2002-07-22 → 2005-05-20
    Raymond James Financial Services, Inc.
    Ft. Wayne, IN
  • 2001-04-03 → 2002-06-26
    Wells Fargo Investments, Llc
    Decatur, IN
Other Businesses

1) 06/14/2023 - Jehl & Kreilach Financial Management. LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 64 hours per month. 2) 06/14/2023 - JTB Farms, LLC - Farm - Owner - OH 45891 - Non investment related - 1 Hour per month - Start date: 10/1/2020. 3) 06/14/2023 - Van Wert City Schools - Non-Profit Board Member - Non investment related - 5 Hours per month - Start date: OH 45891 - 8/1/2022.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-24
  • S66 Uniform Combined State Law Examination
    2000-07-24
Designations
Other Names
  • Julie Ann Croegaert

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