Julie Marie Endicott

Current Employers

Lvz, Inc.

240 South River Avenue, Holland, MI 49423 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-03-14
WI	RA	APPROVED	2023-09-11

TN RA
APPROVED

Since 2024-03-14
WI RA
APPROVED

Since 2023-09-11

Branch Locations

Green Lake, WI • United States

Bartlett, TN • 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

Organization	City	State	From	To
Harbour Investments, Inc	Madison	WI	11/2014	09/2022
Keystone Financial Group	Neenah	WI	09/2006	09/2022
Lvz, Inc.	Holland	MI	09/2023	Present
Retired	Green Lake	WI	09/2022	09/2023

11/2014 → 09/2022

Harbour Investments, Inc

Madison, WI
09/2006 → 09/2022

Keystone Financial Group

Neenah, WI
09/2023 → Present

Lvz, Inc.

Holland, MI
09/2022 → 09/2023

Retired

Green Lake, WI

Previous Registrations

2014-11-14 → 2022-10-05

Harbour Investments, Inc.

Neenah, WI
2007-06-21 → 2014-11-25

Next Financial Group, Inc.

Neenah, WI

Houston, TX

Neenah, WI

Neehah, WI

Greenlake, WI

Neenah, WI

Other Businesses

1) Name: Julie Endicott; Type of Business: Insurance; Investment Related: Yes; Position: Agent; Start Date: 1999; Number of Hours Per Month: 5; Trading Hours: 5 2) Name: Julie Endicott; Type of Business: Rental; Investment Related: No; Position: Landlord; Start Date: 2012; Number of Hours Per Month: 3; Trading Hours: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-06-21
S63	Uniform Securities Agent State Law Examination	2000-05-01

S65 Uniform Investment Adviser Law Examination

2007-06-21
S63 Uniform Securities Agent State Law Examination

2000-05-01

Other Names

Julie Marie Gneiser

View on SEC IAPD