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Julie Denise Mcdaniel

Impactfolio LLC

Denver, CO

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Current Employers
Impactfolio Llc

44 Cook Street Suite 100, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-12-06
CO RA APPROVED 2019-02-15
  • CA RA
    APPROVED
    Since 2019-12-06
  • CO RA
    APPROVED
    Since 2019-02-15

Branch Locations

44 Cook Street Suite 100, Denver, CO 80206 • 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
Sharkey, Howes & Javer Inc Denver CO 10/2013 02/2019
Impactfolio Llc Denver CO 02/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-26
  • S66 Uniform Combined State Law Examination
    2007-10-26
Designations
Other Names
  • Julie Denise Fletcher

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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