Julie Burgio

Current Employers

Employment History

• 10/2012 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Williamsville, NY
• 05/2026 → Present
  Wells Fargo Clearing Services, Llc
  Buffalo, NY

Previous Registrations

• 2013-08-02 → 2026-05-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
  Milwaukee, WI
  Princeton, NJ
  Waukesha, WI
  Waukesha, WI
  Williamsville, NY
  Buffalo, NY
  Corning, NY
  Angola, NY

Other Businesses

I*10848For profit or not for profit: Name of outside business organization: Rental PropertyInvestment related: NoAddress of business: Eden, New York 14057Nature of business: Rental PropertyPosition, title, association: Start date of relationship: 12/1/2019Number of hours devoted: 0 hourNumber of hours devoted during trading hours: 0 I*399653For profit or not for profit: Entity For ProfitName of outside business organization: Buffalo Street LLCInvestment related: NAddress of business: Hamburg, New York, 14075Nature of business: LLCPosition, title, association: General Partner/Managing MemberStart date of relationship: 3/1/2021Number of hours devoted: 2 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: co-owner of rental property I*2153277, Entity Type: Entity For Profit, Name of OBA: 230 B Street, LLC, Address: Hamburg, New York, 14075, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 01/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: owner I*2153279, Entity Type: Entity For Profit, Name of OBA: 224 B Street, LLC, Address: Hamburg, New York, 14075, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 01/15/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: owner RENTAL PROPERTY - 224 ; INV RELATED;HAMBURG,NY; RENTAL INCOME;100% OWNERSHIP; START DATE: 01/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 30; INV RELATED;WILLIAMSVILLE,NY; RENTAL INCOME;100% OWNERSHIP; START DATE: 06/01/2017; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 9039; INV RELATED;EDEN,NY; RENTAL INCOME; RECREATIONAL/FARM/TIMBER; START DATE: 12/01/2019; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 45 ; INV RELATED;WILLIAMSVILLE,NY; RENTAL INCOME;100% OWNERSHIP; START DATE: 08/01/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 234; INV RELATED;HAMBURG,NY; RENTAL INCOME;100% OWNERSHIP; START DATE: 03/01/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING;| RENTAL PROPERTY - 230; INV RELATED;HAMBURG,NY; RENTAL INCOME;100% OWNERSHIP; START DATE: 01/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| 224 BUFFALO STREET LLC; INV RELATED;HAMBURG,NY; RENTAL ;50% OWNERSHIP; START DATE: 01/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| 234 BUFFALO STREET LLC; INV RELATED;HAMBURG,NY; RENTAL ;50% OWNERSHIP; START DATE: 03/01/2021; 1 HRS PER MONTH; 0 HRS DURING TRADING;| 230 BUFFALO STREET LLC; INV RELATED;HAMBURG,NY; RENTAL ;50% OWNERSHIP; START DATE: 01/15/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2013-07-19

Other Names

• Julie Latawiec
• Julie Latawiec