Julie A Hokit

Current Employers

Employment History

• 05/2016 → 07/2020
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 04/2016 → 07/2020
  Farm Bureau
  Shawnee, OK
• 02/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → Present
  Self Employed
  Shawnee, OK
• 12/2023 → Present
  Compass Capital Management, Llc
  Mcalester, OK
• 04/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2024-04-11 → 2024-04-11
  Cambridge Investment Research Advisors, Inc.
  Mcaleter, OK
• 2013-03-06 → 2016-05-04
  Compass Capital Management, Llc
  Mcalester, OK

Other Businesses

1) INSURANCE AND FINANCIAL DESIGN LLC, 39004 MACARTHUR ST, SUITE 120, SHAWNEE, OK, 08/2020, OWNER, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 125 HR/MO, 30 HR/MO TRADING. 2) HOKIT FINANCIAL SERVICES, LLC, SHAWNEE, OK, 07/2011, OWNER, DBA, NIR, 4 HR/MO, 0 HR/MO TRADING. 3) INCREASEMYBIZ, INC. DBA BUSINESS REFERRAL NETWORK OF SHAWNEE, OK, 02/2022, SECRETARY, NETWORKING, NIR, 9 HR/MO, 3 HR/MO TRADING. 4) SHAWNEE HIGH SCHOOL BASEBALL BOOSTER CLUB, 1001 N. Kennedy, Shawnee OK 74801, 10/2024, Secretary, Volunteer, NIR, 2 HR/MO, 0 HR/MO TRADING. 5) COMPASS CAPITAL MANAGEMENT, 215 E. Choctaw Ave., Suite 101, McAlester OK 74501, 04/2024, W2 Employee, RIA Affiliation - other than CIRA, INV REL, 120 HR/MO, 112 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-23
• S63 Uniform Securities Agent State Law Examination
  2011-02-18

Other Names

• Julie Allison Barney
• Julie Allison Grubis
• Julie Barney
• Julie Allison Hokit
• Julie Allison Hakit