Julia Lilly Curry

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 09/2022
  Lpl Financial, Llc
  Boulder, CO
• 01/2019 → 04/2022
  Amy Noel, Inc.
  Boulder, CO
• 09/2018 → 01/2019
  Robert Half, Dish Network Contractor
  Littleton, CO
• 11/2016 → 08/2018
  Fat Shack America
  Denver, CO
• 09/2014 → 07/2018
  University Of Denver
  Denver, CO
• 06/2015 → 11/2016
  Walgreens
  Denver, CO
• 04/2022 → 01/2024
  Bloom Wealth Advisors
  Boulder, CO
• 09/2022 → 12/2023
  Cetera Advisor Networks
  El Segundo, CA
• 09/2022 → 01/2024
  Cwm, Llc
  Boulder, CO
• 02/2024 → 12/2025
  University Of Denver
  Denver, CO
• 12/2025 → 03/2026
  Unemployed
  Denver, CO
• 03/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2022-09-20 → 2024-01-23
  Cwm, Llc
  Boulder, CO
  Omaha, NE

Other Businesses

1. NAME OF OTHER BUSINESS: JULIA CURRY - STATE OF COLORADO NOTARY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 12/2021 POSITION/TITLE/RELATIONSHIP: NOTARY APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .25 BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES TO CLIENTS AS NEEDED

Exams

• S66 Uniform Combined State Law Examination
  2020-12-04