Yuliya Vladimirovna Wiss

Current Employers

Employment History

• 03/2010 → 08/2017
  Waddell & Reed, Inc.
  Torrance, CA
• 08/2017 → 11/2017
  Unemployment
  Los Angeles, CA
• 11/2017 → Present
  Raymond James Financial Services Inc
  Torrance, CA
• 11/2017 → 12/2022
  Crux Wealth Advoisors
  Torrance, CA
• 11/2017 → Present
  Raymond James Financial Services Advisors, Inc.
  Torrance, CA

Previous Registrations

• 2010-03-01 → 2017-08-08
  Waddell & Reed
  Torrance, CA
  Los Angeles, CA
  Las Vegas, NV
• 2007-11-08 → 2010-03-12
  Independent Capital Management
  Santa Monica, CA

Other Businesses

(1) Name of Business: BGA Insurance Address: 750 N. San Vicente Blve, Suite 800W, West Hollywood, CA, 90069, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 11/30/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I sell term and permanent insurance as well as long term care, using BGA as the agency to write policies through. (2) Name of Business: Juventus Soccer Club of Los Angeles Address: 1706 S. Garth Ave, Los Angeles, CA, 90035, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 03/07/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Team Manager\nMy kid plays soccer on this team. I was asked by the coach to be the team manager. \nI remind parents of the games, register for tournaments, pay ref fees, answer parents questions, etc. This is just for my son's team. Not the whole club. (3) Name of Business: Lumen Wealth Group LLC Address: 750 N. San Vicente Blvd, Suite 800W, West Hollywood, CA, 90069, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/08/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Founding partner of Lumen Wealth Group but act as a financial advisor under RJFS (4) Name of Business: Noble Wealth Partners Affiliate Holdings, LLC Address: 750 N San Vicente Blvd Ste 800W, West Hollywood, CA, 90069-5788, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/31/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Help oversee day to day running of the company - from systems to operations. \nShareholder in the LLC; financial advisor affiliated with the OSJ

Exams

• S66 Uniform Combined State Law Examination
  2006-08-28
• S63 Uniform Securities Agent State Law Examination
  2005-05-27

Other Names

• Julia Vladimirovna Shebalkina
• Julia Shebalkin
• Julia Shebalkina
• Yuliya Vladimirouna Shebalkina
• Julia Wiss
• Yuliya Vladimirovna Shebalkina