Julia Marie Monroe

Current Employers

Employment History

• 01/2012 → 05/2023
  Raymond James Financial Services
  Columbia, SC
• 03/2012 → 05/2023
  Raymond James Financial Services Advisors Inc.
  Columbia, SC
• 08/2018 → Present
  Dog On It, Llc
  Columbia, SC
• 02/2019 → Present
  Apache Partners, Llc
  Campobello, SC
• 01/2012 → 05/2023
  Monroe Financial Group, Llc
  Columbia, SC
• 02/2019 → Present
  Apache Partners, Llc
  Campobello, SC
• 01/2023 → Present
  Sanctuary Securities, Inc.
  Columbia, SC
• 01/2023 → Present
  Sanctuary Advisors Llc
  Columbia, SC
• 02/2023 → Present
  Monroe Financial Group
  Columbia, SC

Previous Registrations

• 2012-03-29 → 2023-05-24
  Raymond James Financial Services Advisors, Inc
  Columbia, SC

Other Businesses

1) Name: Apache Partners, LLC Position: owner Nature: real estate development, investment property rentals Investment Related: No Hours: 40 Securities Trading Hours: 4 Start Date: 1/30/2019 Address: 160 Farmhouse Rd, Campobello SC 29322, United States Description: select properties for various development projects such as RV parks and other short term rental arrangements 2) Name: Heart & Sol Properties Position: owner Nature: international rental real estate (Tulum, Mexico)Investment Related: No Hours: 2 Securities Trading Hours: 0 Start Date: 10/1/2021 Address: 365 Hay Hill Ct, Elgin SC 29045, United States Description: property selection, decoration and coordination of maintenance staff, as well as correspondence with property manager 3) Name: Monroe Financial Group, LLC Position: owner/financial advisor Nature: full service financial advisory firm specializing in retirement planning and wealth management Investment Related: Yes Hours: 160 Securities Trading Hours: 140 Start Date: 1/12/2011 Address: 1010 WILDEWOOD CENTRE DR STE B, COLUMBIA SC 29229, United States Description: investment management, financial planning, retirement planning, insurance strategies, 401k, small business owner services, estate planning solutions 4) Name: Dog On It, LLC Position: owner Nature: retail sales of dog breed specific merchandise Investment Related: No Hours: 4 Securities Trading Hours: 0 Start Date: 8/15/2018 Address: 1010 Wildewood Centre Drive, Columbia SC 29229, United States Description: product selection, development and design; direct and indirect sales 5) Name: No Longer Abandoned Position: board member Nature: non profit organization dedicated to developing group homes for orphaned youth in the Philippines Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 4/16/2021 Address: 7254 Hwy 11, Campobello SC 29322, United States Description: participate in periodic board meetings 6) Name: 4 A Life Foundation Position: Director Nature: international missions organization dedicated to supporting various medical missions organizations, orphanages and educational ministries Investment Related: No Hours: 1 Securities Trading Hours: 0 Start Date: 5/15/2007 Address: 483 Coggins Shore Rd, Inman SC 29349, United States Description: help plan mission trips for members to participate in, coordinate financial support from A Life Foundation to other mission organizations or ministry opportunities, file annual returns. I share responsibilities equally with my brothers Don Shields and Philip Shields.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-02-18

Designations

Other Names

• Julie Marie Shields
• Julia M Shields Monroe
• Julia Marie Shields