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Julia Madelyn Maguran

Isto Advisors, LLC

Troy, MI

Troy, MI

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Current Employers
Isto Advisors, Llc

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-20
MI RA APPROVED 2024-02-20
  • IL RA
    APPROVED
    Since 2024-02-20
  • MI RA
    APPROVED
    Since 2024-02-20

Branch Locations

2150 Butterfield Drive Suite 220, Troy, MI 48084 • United States

2150 Butterfield Drive Suite 220, Troy, MI 48084 • 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
Plante Moran Financial Advisors Southfield MI 08/2020 02/2024
Gap Inc. Auburn Hills MI 02/2020 08/2020
Merrill Lynch Auburn Hills MI 05/2018 02/2020
Oakland University Rochester MI 09/2017 05/2018
Oakland University Rochester MI 09/2016 05/2017
Oakland University Rochester MI 09/2016 05/2020
Aeropostale Inc. Sterling Heights MI 06/2016 09/2016
Isto Advisors, Llc Troy MI 02/2024 Present
  • 08/2020 → 02/2024
    Plante Moran Financial Advisors
    Southfield, MI
  • 02/2020 → 08/2020
    Gap Inc.
    Auburn Hills, MI
  • 05/2018 → 02/2020
    Merrill Lynch
    Auburn Hills, MI
  • 09/2017 → 05/2018
    Oakland University
    Rochester, MI
  • 09/2016 → 05/2017
    Oakland University
    Rochester, MI
  • 09/2016 → 05/2020
    Oakland University
    Rochester, MI
  • 06/2016 → 09/2016
    Aeropostale Inc.
    Sterling Heights, MI
  • 02/2024 → Present
    Isto Advisors, Llc
    Troy, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-15
  • S65 Uniform Investment Adviser Law Examination
    2021-01-15
Designations
Other Names
  • Julia Madelyn Wood

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

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