Inactive

Julie Belknap Bauman

Essex Financial Services, Inc.

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Current Employers

Essex Financial Services, Inc.

176 Westbrook Road, Essex, CT 06426 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2022-12-12

CT RA
APPROVED

Since 2022-12-12

Branch Locations

176 Westbrook Road, Essex, CT 06426 • 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
Essex Financial Services	Essex	CT	08/2011	Present
The Leaders Group Inc	Littleton	CO	06/2021	12/2023

08/2011 → Present

Essex Financial Services

Essex, CT
06/2021 → 12/2023

The Leaders Group Inc

Littleton, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-12
S63	Uniform Securities Agent State Law Examination	1998-09-04

S65 Uniform Investment Adviser Law Examination

2022-12-12
S63 Uniform Securities Agent State Law Examination

1998-09-04

Other Names

Julie Marie Belknap

View on SEC IAPD

Other Firms

JEFFREY N. MEHLER, CFP LLC

HT PARTNERS LLC

BRAE HEAD, INC.

COMMONWEALTH FINANCIAL NETWORK

SULLIVAN FINANCIAL, LLC

ALCHEMI WEALTH, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Anthony Joseph Fortuna

James Michael Sullivan

Elizabeth Antoinette Haas

ROBERT M GIRVIN

ANTHONY JOSEPH VOCALINA

Michael R LaRiviere

Cherish Lyn Genova

Other Offices

JEFFREY N. MEHLER, CFP LLC · ESSEX, CT

HT PARTNERS LLC · CENTERBROOK, CT

BRAE HEAD, INC. · ESSEX, CT

COMMONWEALTH FINANCIAL NETWORK · Essex, CT

EDWARD JONES · ESSEX, CT

SULLIVAN FINANCIAL, LLC · ESSEX, CT

ALCHEMI WEALTH, LLC · ESSEX, CT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Old Saybrook, CT

More in Essex, CT

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