Julia Louise Farag

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-03-18
CA	RA	APPROVED	2025-08-19

TX RA
APPROVED

Since 2026-03-18
CA RA
APPROVED

Since 2025-08-19

Branch Locations

9275 Sky Park Court Suite 350, San Diego, CA 92123 • 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
Cetera Investment Services Llc	St Cloud	MN	07/2025	Present
Fonte Financial Advisors	Carlsbad	CA	10/2022	03/2025
Stay-At-Home Mom	Encinitas	CA	04/2011	07/2020
Unknown	Carlsbad	CA	03/2025	06/2025
Cetera Investment Advisers Llc	San Diego	CA	07/2025	Present
Philanthropist	Encinitas	CA	07/2020	10/2022

07/2025 → Present

Cetera Investment Services Llc

St Cloud, MN
10/2022 → 03/2025

Fonte Financial Advisors

Carlsbad, CA
04/2011 → 07/2020

Stay-At-Home Mom

Encinitas, CA
03/2025 → 06/2025

Unknown

Carlsbad, CA
07/2025 → Present

Cetera Investment Advisers Llc

San Diego, CA
07/2020 → 10/2022

Philanthropist

Encinitas, CA

Other Businesses

1.) VICE PRESIDENT OF NON PROFIT BOARD OF DIRECTORS FOR KAI ELUA OUTRIGGER CANOE CLUB, 1-2 HRS/WK. 2.) SEQUOIA GROVE FINANCIAL PLANNING, DBA FOR CETERA BUSINESS, 100% OWNER

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-28

S66 Uniform Combined State Law Examination

2025-07-28

Other Names

Julia Farag
Julia Nagy
Julia Beatty

View on SEC IAPD

Current Employers

Cetera Investment Advisers Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews