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Julie Anne Eades

Osaic Institutions, Inc.

Abingdon, VA

Bristol, TN

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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-12
VA RA APPROVED 2024-07-10
  • TN RA
    APPROVED
    Since 2024-07-12
  • VA RA
    APPROVED
    Since 2024-07-10

Branch Locations

667 W. Main St., Abingdon, VA 24212 • United States

237 Pinnacle Pkwy, Bristol, TN 37620 • 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
First Bank & Trust Co Bristol VA 06/2002 Present
Infinex Investments, Inc Meriden CT 05/2012 Present
  • 06/2002 → Present
    First Bank & Trust Co
    Bristol, VA
  • 05/2012 → Present
    Infinex Investments, Inc
    Meriden, CT
Other Businesses

1.) FIRST BANK & TRUST CO. Wealth management Officer. Trust Dept. Yes, investment related. Stated June 2002.136 plus hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-09
S63 Uniform Securities Agent State Law Examination 2014-08-13
  • S66 Uniform Combined State Law Examination
    2024-07-09
  • S63 Uniform Securities Agent State Law Examination
    2014-08-13
Other Names
  • Julie Williams

View on SEC IAPD

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JONATHAN ROBERT WEATHERLY
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Other Offices

NAVION WEALTH ADVISORS, LLC · ABINGDON, VA
CONCORD WEALTH PARTNERS · ABINGDON, VA
CONCORD ASSET MANAGEMENT, LLC · ABINGDON, VA
PFS INVESTMENTS INC. · ABINGDON, VA
EDWARD JONES · Abingdon, VA
ON INVESTMENT MANAGEMENT CO · ABINGDON, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Abingdon, VA
OSAIC INSTITUTIONS, INC. · Abingdon, VA

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