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Julie Doran Stewart

Sentinel Pension Advisors, LLC.

Wakefield, MA

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Current Employers
Sentinel Pension Advisors, Llc.

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-01-02
MI RA APPROVED 2025-01-01
ME RA APPROVED 2022-03-28
NY RA APPROVED 2022-01-03
CT RA APPROVED 2018-01-02
MA RA APPROVED 2016-11-29
  • VA RA
    APPROVED
    Since 2025-01-02
  • MI RA
    APPROVED
    Since 2025-01-01
  • ME RA
    APPROVED
    Since 2022-03-28
  • NY RA
    APPROVED
    Since 2022-01-03
  • CT RA
    APPROVED
    Since 2018-01-02
  • MA RA
    APPROVED
    Since 2016-11-29

Branch Locations

100 Quannapowitt Pkwy Suite 402, Wakefield, MA 01880 • 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
Unemployed Watertown MA 04/2016 10/2016
Sentinel Benefits & Financial Group Wakefield MA 10/2016 Present
  • 04/2016 → 10/2016
    Unemployed
    Watertown, MA
  • 10/2016 → Present
    Sentinel Benefits & Financial Group
    Wakefield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-17
S63 Uniform Securities Agent State Law Examination 2003-09-29
  • S65 Uniform Investment Adviser Law Examination
    2016-11-17
  • S63 Uniform Securities Agent State Law Examination
    2003-09-29
Other Names
  • Julie B Doran
  • Julie Doran Stewart
  • Julie Beth Doran

View on SEC IAPD

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Other Offices

FLAGSHIP WEALTH ADVISORS, LLC. · WAKEFIELD, MA
424 CAPITAL, LLC · WAKEFIELD, MA
OXFORD MARTIN, LLC · WAKEFIELD, MA
MML INVESTORS SERVICES, LLC · WAKEFIELD, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wakefield, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA
OSAIC WEALTH, INC. · WAKEFIELD, MA

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