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Inactive

Julie Marie-Rafferty Quick

Cultivate Financial Wellness, LLC

Howell, MI

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Current Employers
Cultivate Financial Wellness, Llc

Howell, MI • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-12
TX RA APPROVED_RES 2020-12-07
MI RA APPROVED 2020-04-20
  • CA RA
    APPROVED
    Since 2023-04-12
  • TX RA
    APPROVED_RES
    Since 2020-12-07
  • MI RA
    APPROVED
    Since 2020-04-20

Branch Locations

Howell, MI • 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
Triad Advisors, Llc Northville MI 08/2006 11/2018
Vision Capital Partners Northville MI 06/2015 11/2018
Next Financial Group, Inc. Houston TX 11/2018 03/2020
Dahring | Cusmano And Associates, Llc Novi MI 11/2018 03/2020
Cultivate Financial Wellness, Llc Howell MI 03/2020 Present
Vision Capital Partners, Inc. Northville MI 08/2006 11/2018
  • 08/2006 → 11/2018
    Triad Advisors, Llc
    Northville, MI
  • 06/2015 → 11/2018
    Vision Capital Partners
    Northville, MI
  • 11/2018 → 03/2020
    Next Financial Group, Inc.
    Houston, TX
  • 11/2018 → 03/2020
    Dahring | Cusmano And Associates, Llc
    Novi, MI
  • 03/2020 → Present
    Cultivate Financial Wellness, Llc
    Howell, MI
  • 08/2006 → 11/2018
    Vision Capital Partners, Inc.
    Northville, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-22
  • S66 Uniform Combined State Law Examination
    2006-11-22
Designations
Other Names
  • Julie Marie Rafferty
  • Julie Marie Rafferty

View on SEC IAPD

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