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Julie D Helmers

Wells Fargo Advisors Financial Network, LLC

Homewood, AL

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-02
AL RA APPROVED 2023-06-01
MS RA APPROVED 2023-06-01
TX RA APPROVED 2023-06-01
  • FL RA
    APPROVED
    Since 2023-06-02
  • AL RA
    APPROVED
    Since 2023-06-01
  • MS RA
    APPROVED
    Since 2023-06-01
  • TX RA
    APPROVED
    Since 2023-06-01

Branch Locations

600 University Park Place Suite 130 & 175, Homewood, AL 35209 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham AL 03/2012 06/2023
Bank Of America, N.A. Birmingham AL 04/2017 06/2023
Wells Fargo Advisors Financial Network, Llc Birmingham AL 06/2023 Present
Previous Registrations
  • 2012-08-10 → 2023-06-06
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Panama City, FL
    Pensacola, FL
    Destin, FL
    Fort Walton Beach, FL
    Tupelo, MS
    Meridian, MS
    Birmingham, AL
  • 2009-06-01 → 2011-12-21
    Morgan Stanley
    Birmingham, AL
    Birmingham, AL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Birmingham, AL
  • 2004-01-16 → 2007-04-02
    Morgan Stanley Dw Inc.
    Birmingham, AL
    Birmingham, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-09
S63 Uniform Securities Agent State Law Examination 1995-09-01
  • S66 Uniform Combined State Law Examination
    2012-08-09
  • S63 Uniform Securities Agent State Law Examination
    1995-09-01
Other Names
  • Julie Elizabeth Duebin
  • Julie Elizabeth Durbin
  • Julie Elizabeth Durbin
  • Julie Durbin Helmers

View on SEC IAPD

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