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Julie Marie Barros

LPl Enterprise, LLC

Roseville, CA

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Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-28
  • CA RA
    APPROVED
    Since 2025-10-28

Branch Locations

2998 Douglas Blvd Suite 200, Roseville, CA 95661 • 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
Charles Schwab & Co., Inc Los Altos CA 02/2015 04/2018
Charles Schwab Bank Los Altos CA 02/2015 04/2018
Jpmorgan Chase Bank, N.A. San Jose CA 04/2018 03/2019
J.P. Morgan Securities, Llc San Jose CA 04/2018 03/2019
Fidelity Brokerage Services Campbell CA 04/2019 03/2020
Equity Smart Home Loans S. Pasadena CA 02/2023 03/2025
Lpl Enterprise Llc Roseville CA 03/2025 Present
Unemployed San Jose CA 04/2020 06/2021
Inspire Home Loans Newport Beach CA 07/2021 02/2022
Homeowners Financial Group Roseville CA 03/2022 05/2022
Nexa Mortgage Chandler AZ 06/2022 01/2023
  • 02/2015 → 04/2018
    Los Altos, CA
  • 02/2015 → 04/2018
    Charles Schwab Bank
    Los Altos, CA
  • 04/2018 → 03/2019
    Jpmorgan Chase Bank, N.A.
    San Jose, CA
  • 04/2018 → 03/2019
    San Jose, CA
  • 04/2019 → 03/2020
    Fidelity Brokerage Services
    Campbell, CA
  • 02/2023 → 03/2025
    Equity Smart Home Loans
    S. Pasadena, CA
  • 03/2025 → Present
    Roseville, CA
  • 04/2020 → 06/2021
    Unemployed
    San Jose, CA
  • 07/2021 → 02/2022
    Inspire Home Loans
    Newport Beach, CA
  • 03/2022 → 05/2022
    Homeowners Financial Group
    Roseville, CA
  • 06/2022 → 01/2023
    Nexa Mortgage
    Chandler, AZ
Previous Registrations
Other Businesses

1. 03/17/2025 - Bautista Group, a California Corporation - Mortgage/Real Estate Services - INV REL - Auburn, CA - Start Date 04/15/2024 - 1 HR/MO 2. 03/17/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Lincoln, CA - Start Date 03/17/2025 - 160 HRS/MO 3. 03/17/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Lincoln, CA - Start Date 03/17/2025 - 160 HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-22
S66 Uniform Combined State Law Examination 2025-08-18
  • S65 Uniform Investment Adviser Law Examination
    2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-08-18
Other Names
  • Julie Marie Bhiwandker
  • Julie Marie Barros
  • Julie Barros
  • Julie M Barros
  • Julie M Bhiwandker
  • Julie Bhiwandker

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