Steven Marshall Julian

Current Employers

Employment History

• 03/2013 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 12/2024
  Lpl Financial Llc
  Buford, GA
• 03/2013 → Present
  Sj Squared
  Suwanee, GA
• 07/2023 → Present
  Uptick Green Llc
  Suwanee, GA
• 12/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-14 → 2024-12-19
  Lpl Financial Llc
  Suwanee, GA
• 2013-03-01 → 2018-02-20
  Invest Financial Corporation
  Duluth, GA
  Appleton, WI
  Buford, GA
• 2007-10-12 → 2013-03-04
  Edward Jones
  Suwanee, GA
  Lawerenceville, GA
  Lawrenceville, GA
  St Louis, MO

Other Businesses

1. NAME OF OTHER BUSINESS: INFINITY WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MARKETING DBA ONLY START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK:1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MARKETING/BRANDING DBA ONLY 2. NAME OF OTHER BUSINESS: SJ SQUARED INVESTMENT RELATED: NO ADDRESS: SUWANEE, GA NATURE OF BUSINESS: PERSONAL BUSINESS FOR ALL INCOME DERIVED FROM BUSINESS ACTIVITIES START DATE: 03/2013 POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LLC TO RUN ADVISORY BUSINESS THROUGH 3. NAME OF OTHER BUSINESS: UPTICK GREEN LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LLC TO HOLD PROPERTY WE USE TO OPERATE OUR BUSINESS START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: CO-OWNER IN REAL ESTATE LLC FOR OUR COMMERCIAL PROPERTY FOR OUR ADVISORY BUSINESS 4. NAME OF OTHER BUSINESS: PODCAST HOSTING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOST AND CO-HOST ON VARIOUS PODCASTS START DATE: 01/2015 POSITION/TITLE/RELATIONSHIP: PODCAST HOST APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: PODCAST PRODUCTION - NON-FINANCIAL RELATED 5. NAME OF OTHER BUSINESS: GREATER GWINNET REFERRAL PARTNERS INVESTMENT RELATED: NO ADDRESS: SUWANEE, GA NATURE OF BUSINESS: BOARD FIDUCIARY MEMBER START DATE: 10/2022 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CLOSED NETWORKING GROUP. COLLECT AND DEPOSIT CHECK DUES, BALANCE GROUP BANK ACCOUNT.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-27

Other Names

• Steven Julian