Julie Walker Halladay

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE PROGRAM

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

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

Current Employers

Employment History

• 01/2026 → Present
  Citizens Securities, Inc.
  Oregon, OH
• 06/2022 → Present
  Citizens Bank
  Oregon, OH
• 05/2022 → Present
  Home Depot
  Toledo, OH
• 11/2022 → Present
  Mt Brighton
  Bridgton, MI
• 01/2018 → 03/2022
  Long John Silvers
  Louisville, KY
• 02/2013 → 04/2017
  Pollo Tropical
  Miami, FL
• 03/2022 → 05/2022
  Unemployed
  Sylvania, OH
• 04/2017 → 11/2017
  Unemployed
  Alphatetta, GA
• 11/2017 → 01/2018
  Target
  Alpharetta, GA

Other Businesses

Home Depot- Cashier Responsibiliites: Garden, Service Desk, Help customers Date of Initial Involvement: 05/23/2022 Approx amount of hours/month: 25 Rental- Owner Responsibilities: Property is managed by Platinum Perperty Date of Initial Involvement: 05/2018 Approx amount of hours/month: 0 Mt. Brighton- Ski Instructor Responsibilities: Teach people how to ski Date of Involvement: 11/03/2022 Approx amount of time/ month: 12-32 hours- Seasonal Position

Exams

• S66 Uniform Combined State Law Examination
  2026-05-28

Other Names

• Julie Walker Patterson
• Julie Patterson
• Julie Halladay