Julie Katherine Murphy

Current Employers

Employment History

• 09/2007 → 06/2024
  Securities America, Inc.
  Amherst, NY
• 09/2007 → 06/2024
  Securities America Advisors, Inc
  Amherst, NY
• 11/2003 → Present
  L&M Financial Services
  Amherst, NY
• 06/2024 → Present
  Osaic Wealth, Inc.
  Amherst, NY

Previous Registrations

• 2012-01-03 → 2024-06-14
  Securities America Advisors, Inc.
  Amherst, NY

Other Businesses

**L&M FINANCIAL SERVICES/ RETIREMENT PLANNING ---CFP - 85% TIME SPENT **GERRY GENTNER MEMORIAL FUND POSITION: Organizer NATURE: Gerry Gentner Memorial Fund raising funds towards Cancer research INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 31 Lockhart Circle, Amherst NY 14228 DESCRIPTION: Family hosts an annual golf tournament to raise funds for cancer research in memory of my father. **L&M GROUP POSITION: Insurance Agent NATURE: L&M Group INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 3820 Sheridan Drive, Amherst NY 14226 DESCRIPTION: Insurance Sales **WILLIAMSVILLE SOUTH AND LOU GEHRIG LASERS POSITION: head coach NATURE: HIGH SCHOOL SOFTBALL COACH/COACH SOFTBALL--HEAD COACH - 12% TIME SPENT INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2004 ADDRESS: 5950 Main St, Williamsville NY 14221 DESCRIPTION: head coach softball and field hockey for high school and youth league **L&M Wealth Management - DBA

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-04-29

Designations

Other Names

• Julie Katherine Gentner