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Julie Marie Flugel

Janney Montgomery Scott LLC

Bethlehem, PA

St. Petersburg, FL

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-09-29
TX RA APPROVED 2022-09-28
FL RA APPROVED 2022-09-02
PA RA APPROVED 2013-04-05
  • NJ RA
    APPROVED
    Since 2022-09-29
  • TX RA
    APPROVED
    Since 2022-09-28
  • FL RA
    APPROVED
    Since 2022-09-02
  • PA RA
    APPROVED
    Since 2013-04-05

Branch Locations

81 Highland Avenue Suite 100, Bethlehem, PA 18017 • United States

333 3Rd Avenue North Suite 300B, St. Petersburg, FL 33701 • 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
Janney Montgomery Scott Llc Bethlehem PA 04/2013 Present
Janney Montgomery Scott Llc Sarasota FL 05/2022 04/2023
Janney Montgomery Scott Llc St. Petersburg FL 04/2023 Present
Previous Registrations
  • 2011-02-02 → 2013-04-25
    Morgan Stanley
    Allentown, PA
    Allentown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-02-23
S63 Uniform Securities Agent State Law Examination 2000-05-01
  • S65 Uniform Investment Adviser Law Examination
    2005-02-23
  • S63 Uniform Securities Agent State Law Examination
    2000-05-01
Designations
Other Names
  • Julie Marie Dellisant
  • Julie Dellisant-Flugel

View on SEC IAPD

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