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Julie Ann Cutler

Osaic Wealth, Inc.

Napa, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

1700 Soscol Avenue Suite 2, Napa, CA 94559 • 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
Lincoln Financial Advisors Corporation Napa CA 01/2019 01/2025
Cornerstone Capital Palo Alto CA 07/2003 04/2017
Homemaking Napa CA 04/2017 01/2019
Osaic Wealth, Inc. Napa CA 01/2025 Present
  • 01/2019 → 01/2025
    Lincoln Financial Advisors Corporation
    Napa, CA
  • 07/2003 → 04/2017
    Cornerstone Capital
    Palo Alto, CA
  • 04/2017 → 01/2019
    Homemaking
    Napa, CA
  • 01/2025 → Present
    Osaic Wealth, Inc.
    Napa, CA
Previous Registrations
  • 2020-09-15 → 2025-01-24
    Osaic Fa, Inc.
    Napa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-10
  • S66 Uniform Combined State Law Examination
    2020-09-10
Other Names
  • Julie Ann Bischetsrieder

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.

Other Investors

ERIC FLORES GONZALES
CYNTHIA LYNN VOTH
Fabiana A Filips
Katherine Engel
Wyatt Raymond Knippen
Beatriz Adriana Buenrostro
Austin P Fitzpatrick
Christopher Micco

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NAPA, CA
MORGAN STANLEY · Napa, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
LPL FINANCIAL LLC · NAPA, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
WELLS FARGO CLEARING SERVICES, LLC · NAPA, CA
5T WEALTH, LLC · NAPA, CA
BENEFITS PLUS, LLC · NAPA, CA

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