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Current Employers
Cnl Educational Institute, Llc

450 S. Orange Ave. Suite 1400, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-12
  • FL RA
    APPROVED
    Since 2019-07-12

Branch Locations

450 S. Orange Ave. Suite 1400, Orlando, FL 32801 • 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
Cnl Financial Group Orlando FL 02/2005 Present
Cnl Educational Institute, Llc Orlando FL 06/2019 Present
Cnl Securities Corp. Orlando FL 06/2019 Present
  • 02/2005 → Present
    Cnl Financial Group
    Orlando, FL
  • 06/2019 → Present
    Orlando, FL
  • 06/2019 → Present
    Cnl Securities Corp.
    Orlando, FL
Other Businesses

CNL Educational Institute, LLC, investment related, Orlando, FL, Registered Investment Advisor, financial education, compliance professional, 6/1/2019, 1 hour per month during trading hours. Ms. Eason contributes to education initiatives. CNL Financial Group and affiliates, investment related, Orlando, FL, SVP of Internal Audit and Compliance, 2/23/2005, Hours and responsibilities may vary. Ms. Eason performs various activities for entities owned or affiliated with CNL Financial Group. CNL Securities Corp is a wholly-owned subsidiary of CNL Financial Group, Inc. CNL Strategic Venture Partners, investment related, Orlando, FL, Registered Investment Advisor, Chief Compliance Officer, 3/5/2025, 30 hours per month during trading hours CNL Residential Credit Manager, LLC, investment related, Orlando, FL, Registered Investment Advisor, Chief Compliance Officer, 3/30/2025, 50 hours per month during trading hours CNL Strategic Capital Management, investment related, Orlando, FL, Registered Investment Advisor, Chief Compliance Officer, 3/1/2021, 80 hours per month during trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-20
  • S66 Uniform Combined State Law Examination
    2019-06-20
Other Names
  • Julie Lynn Eason
  • Julie L. Eason
  • Julie Eason

View on SEC IAPD

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