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Julie Kay Nielsen

Vann Equity Management LLC

Plano, TX

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Current Employers
Vann Equity Management Llc

4975 Preston Park Blvd #490, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-03
  • TX RA
    APPROVED
    Since 2024-07-03

Branch Locations

4975 Preston Park Blvd #490, Plano, TX 75093 • 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
United Capital Rockford IL 04/2012 08/2017
Unemployed Dallas TX 03/2019 06/2019
Per Stirling Dallas TX 06/2019 06/2021
True North Advisors Dallas TX 09/2017 03/2019
Long Horn Wealth Management Plano TX 09/2018 03/2019
Capital Advisors, Inc. Tulsa OK 09/2021 07/2022
Vann Equity Management Llc Plano TX 07/2024 Present
Unemployed Mckinney TX 08/2022 11/2023
Edward Jones Mckinney NJ 07/2023 03/2026
  • 04/2012 → 08/2017
    United Capital
    Rockford, IL
  • 03/2019 → 06/2019
    Unemployed
    Dallas, TX
  • 06/2019 → 06/2021
    Per Stirling
    Dallas, TX
  • 09/2017 → 03/2019
    True North Advisors
    Dallas, TX
  • 09/2018 → 03/2019
    Long Horn Wealth Management
    Plano, TX
  • 09/2021 → 07/2022
    Capital Advisors, Inc.
    Tulsa, OK
  • 07/2024 → Present
    Vann Equity Management Llc
    Plano, TX
  • 08/2022 → 11/2023
    Unemployed
    Mckinney, TX
  • 07/2023 → 03/2026
    Edward Jones
    Mckinney, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-27
  • S65 Uniform Investment Adviser Law Examination
    2016-09-27
Other Names
  • Julie Kay Christophersen
  • Julie Kay Broda

View on SEC IAPD

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