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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-05 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
323 West Walnut St, Ste 201, Johnson City, TN 37604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Johnson City | TN | 03/2016 | 11/2020 |
| Nathan Jenkins | Johnson City | TN | 01/2016 | 09/2016 |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2020 | 10/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2021 | 10/2021 |
| Cornerstone Wealth, Llc | Greeneville | TN | 06/2021 | 12/2025 |
| Private Advisor Group, Llc | Morristown | NJ | 01/2026 | Present |
1. Mr. Julian uses Samara Private Wealth as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Julian is registered at, and is related to his investment services practice. Mr. Julian devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Julian devotes to activity providing investment services through PAG. 2. Mr. Julian holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Julian provides. Mr. Julian may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Julian to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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