Julie Heitman

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-05-15
MN	RA	APPROVED	2025-05-08

TX RA
APPROVED

Since 2025-05-15
MN RA
APPROVED

Since 2025-05-08

Branch Locations

Red Wing, MN • United States

12555 Manchester Road, St. Louis, MO 63131 • 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
Edward Jones	Red Wing	MN	08/2019	Present
Cobiz Financial	Denver	CO	10/2012	03/2019
Unemployed	Red Wing	MN	03/2019	08/2019

08/2019 → Present

Edward Jones

Red Wing, MN
10/2012 → 03/2019

Cobiz Financial

Denver, CO
03/2019 → 08/2019

Unemployed

Red Wing, MN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-07

S66 Uniform Combined State Law Examination

2025-05-07

Other Names

Julie Martin

View on SEC IAPD

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