Julie Christine Anderson

Current Employers

Squire Wealth Advisors

1329 South 800 East, Orem, UT 84097 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2005-01-06

UT RA
APPROVED

Since 2005-01-06

Branch Locations

1329 South 800 East, Orem, UT 84097 • 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

Organization	City	State	From	To
Squire Investment Management Company, Llc	Orem	UT	12/2004	Present
Squire & Company Pc	Orem	UT	01/2005	Present

12/2004 → Present

Squire Investment Management Company, Llc

Orem, UT
01/2005 → Present

Squire & Company Pc

Orem, UT

Other Businesses

ASCENT INVESTMENTS LLC, OWNER, INVESTMENT RELATED, 667 W 350 S, OREM UT 84058, STARTED 7/11/2016, 1 HOUR PER MONTH, NONE DURING TRADING HOURS GREENFLOW LLC, OWNER, INVESTMENT RELATED, 667 W 350 S, OREM UT 84058, STARTED 10/17/2023, 2 HOUR PER MONTH, NONE DURING TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-12-21

S65 Uniform Investment Adviser Law Examination

2004-12-21

Designations

View on SEC IAPD

Current Employers

Squire Wealth Advisors

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews