Julie Delynn Hanson

Current Employers

Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2024-08-09

MI RA
APPROVED

Since 2024-08-09

Branch Locations

Howell, MI • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

900 North Squirrel Rd Ste 120, Auburn Hills, MI 48326 • 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

Organization	City	State	From	To
Tiaa	Ann Arbor	MI	09/2014	07/2024
Onedigital Investment Advisors Llc	Overland Park	KS	08/2024	Present
Osaic Wealth	Scottsdale	AZ	04/2025	Present

09/2014 → 07/2024

Tiaa

Ann Arbor, MI
08/2024 → Present

Onedigital Investment Advisors Llc

Overland Park, KS
04/2025 → Present

Osaic Wealth

Scottsdale, AZ

Previous Registrations

2014-10-08 → 2024-08-02

Tiaa-Cref Individual & Institutional Services, Llc

Ann Arbor, MI

Ann Arbor, MI

Ann Arbor, MI

Howell, MI
2012-08-14 → 2014-09-24

Lpl Financial Llc

Fenton, MI
2010-07-06 → 2012-08-16

Valic Financial Advisors, Inc.

Novi, MI

Grosse Pointe Farms, MI

Auburn Hills, MI

Other Businesses

Fixed insurance sales and service; investment related; 3254 University Drive, Suite 190, Auburn Hills, MI 48326; sales and service of insurance products; agent ; 4/2023 ; 3 hrs/month ; .5 hrs during trading ; sales and service of accident, health, life, and variable insurance products

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-04-15
S63	Uniform Securities Agent State Law Examination	2003-09-24

S66 Uniform Combined State Law Examination

2010-04-15
S63 Uniform Securities Agent State Law Examination

2003-09-24

Other Names

Julie Delynn Harmon

View on SEC IAPD