Denise Julius Zumbrun

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 12/2016
  Citi Group
  Tampa, FL
• 01/2017 → 11/2018
  Citigroup Management Corp.
  New York, NY
• 11/2018 → 08/2019
  Thurston Springer Financial
  Indianapolis, IN
• 11/2019 → 06/2021
  Claraphi Advisory Network, Llc
  Aliso Viejo, CA
• 06/2021 → 09/2021
  Chelsea Financial Services
  Staten Island, NY
• 09/2021 → Present
  Lpl Financial Llc
  Lakeland, FL
• 03/2022 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Jersey City, NJ

Previous Registrations

• 2022-03-16 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Lakeland, FL
• 2021-09-16 → 2021-12-13
  Lpl Financial Llc
  Fort Mill, SC
  Lakeland, FL
  Lakeland, FL
• 2019-11-19 → 2020-03-24
  Claraphi Advisory Network, Llc
  Winter Haven, FL
• 2018-12-03 → 2019-08-19
  Thurston, Springer, Miller, Herd & Titak, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Lakeland, FL
• 2011-09-30 → 2019-01-02
  Citigroup Global Markets Inc.
  Tampa, FL
  New York, NY
• 2009-09-04 → 2011-06-02
  Brookstone Securities, Inc.
  Boca Raton, FL
  Lakeland, FL
  Woodland Hills, CA
  Brooklyn, NY
  Lakeland, FL
  Longwood, FL

Exams

• S66 Uniform Combined State Law Examination
  2008-07-22
• S63 Uniform Securities Agent State Law Examination
  1998-05-21

Other Names

• Denise Julius
• Denise Julius Zumbrun
• Denise J Zumbrun