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Julie Mcsweeney Alexander

Raymond James & Associates, Inc.

New Orleans, LA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-01-05
LA RA APPROVED 2013-02-13
  • TX RA
    APPROVED_RES
    Since 2018-01-05
  • LA RA
    APPROVED
    Since 2013-02-13

Branch Locations

909 Poydras Street; Suite 1300 First Bank & Trust Tower, New Orleans, LA 70112 • 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
Raymond James & Associates, Inc. New Orleans LA 02/2013 Present
Previous Registrations
  • 2006-07-07 → 2013-02-13
    Morgan Keegan & Company, Llc
    Harvey, LA
    New Orleans, LA
    New Orleans, LA
    Slidell, LA
  • 2004-05-20 → 2006-07-12
    Banc Of America Investment Services, Inc.
    Houston, TX
    New Orleans, LA
  • 2002-09-19 → 2004-05-26
    Ubs Financial Services Inc.
    New Orleans, LA
Other Businesses

(1)Name of Business: Address: 310 Woodvine Ave., Metairie, LA, 70005, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/18/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: If something breaks I call a repair company.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-16
  • S66 Uniform Combined State Law Examination
    2001-08-16
Other Names
  • Julie Terese Mcsweeney
  • Julie Mcsweeney Alexander

View on SEC IAPD

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Other Investors

CHRISTINE CHAMPAGNE MONTZ
JOSEPH CHARLES MONTZ
Morell S Crane
Bennett Lyle Duffy
ALEXANDER BRUCE HARCUS
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RONALD H. DAWSON, JR.
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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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