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Julie Michelle Dant

Nearside Advisors, LLC

Indianapolis, IN

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Current Employers
Nearside Advisors, Llc

1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-06
  • IN RA
    APPROVED
    Since 2026-05-06

Branch Locations

1060 North Capitol Ave Suite 3-101, Indianapolis, IN 46204 • 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
Holistic Financial Partners, Llc Indianapolis IN 05/2015 05/2026
Nearside Advisors, Llc Indianapolis IN 04/2026 Present
Previous Registrations
  • 2016-08-25 → 2026-05-11
    Holistic Financial Partners, Llc
    Indianapolis, IN
  • 2008-03-20 → 2009-02-11
    Clifton Gunderson Wealth Advisors
    Indianapolis, IN
  • 2007-04-02 → 2007-06-27
    Morgan Keegan & Company, Llc
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-30
  • S66 Uniform Combined State Law Examination
    2007-03-30
Other Names
  • Julie Michelle Hoffman
  • Julie Michelle Hoffman

View on SEC IAPD

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