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Julia Watts

Strategic Advisers LLC

Santa Barbara, CA

Santa Barbara, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-12
TX RA APPROVED 2025-12-12
  • CA RA
    APPROVED
    Since 2025-12-12
  • TX RA
    APPROVED
    Since 2025-12-12

Branch Locations

Santa Barbara, CA • United States

3793 State Street, Santa Barbara, CA 93105-3116 • 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
Planmember Securities Corporation Carpinteria CA 08/2024 09/2025
University Of California - Santa Barbara Santa Barbara CA 04/2018 10/2020
Isabelle'S Cabinet Seal Beach CA 10/2017 04/2018
Hotel California Santa Barbara CA 04/2021 09/2023
Margerum Wine Company Buellton CA 04/2023 09/2025
Urban Outfitters Santa Barbara CA 10/2020 04/2021
Los Alamitos High School Los Alamitos CA 01/2014 10/2017
Fidelity Investments Santa Barbara CA 09/2025 Present
Longoria Wines Santa Barbara CA 04/2023 04/2023
Rosewood Miramar Montecito CA 12/2022 01/2023
  • 08/2024 → 09/2025
    Planmember Securities Corporation
    Carpinteria, CA
  • 04/2018 → 10/2020
    University Of California - Santa Barbara
    Santa Barbara, CA
  • 10/2017 → 04/2018
    Isabelle'S Cabinet
    Seal Beach, CA
  • 04/2021 → 09/2023
    Hotel California
    Santa Barbara, CA
  • 04/2023 → 09/2025
    Margerum Wine Company
    Buellton, CA
  • 10/2020 → 04/2021
    Urban Outfitters
    Santa Barbara, CA
  • 01/2014 → 10/2017
    Los Alamitos High School
    Los Alamitos, CA
  • 09/2025 → Present
    Fidelity Investments
    Santa Barbara, CA
  • 04/2023 → 04/2023
    Longoria Wines
    Santa Barbara, CA
  • 12/2022 → 01/2023
    Rosewood Miramar
    Montecito, CA
Other Businesses

OBA-127239|OrgNmn:SOLOS Fit|Org Addr:Santa Barb,California,US|OBA Nature:Pilates Studio|Invst Rel:N|Title:Employee|Duties:Pilates Coach- teaching pilates classes|StrtDt:03-01-26|TotHrs/mon:32|TrdHrs/mon:24|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-08
  • S66 Uniform Combined State Law Examination
    2025-12-08
Other Names
  • Julia L Watts
  • Julia Watts

View on SEC IAPD

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