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Julie Lynn Seifert

Sei Investments Management Corp

Cincinnati, OH

Oaks, PA

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Current Employers
Sei Investments Management Corp

One Freedom Valley Drive, Oaks, PA 19456 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-20
PA RA APPROVED 2022-10-20
  • OH RA
    APPROVED
    Since 2022-10-20
  • PA RA
    APPROVED
    Since 2022-10-20

Branch Locations

Cincinnati, OH • United States

One Freedom Valley Drive, Oaks, PA 19456 • 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
Lincoln Investment Wyncote PA 02/2015 10/2022
Sei Investments Oaks PA 10/2022 Present
  • 02/2015 → 10/2022
    Lincoln Investment
    Wyncote, PA
  • 10/2022 → Present
    Sei Investments
    Oaks, PA
Previous Registrations
  • 2018-09-05 → 2022-10-10
    Lincoln Investment
    Cincinnati, OH
    Cincinnatti, OH
    Fort Washington, PA
    Palm Beach Gardens, FL
  • 2015-02-12 → 2018-02-26
    Lincoln Investment
    Cincinnati, OH
  • 2005-05-31 → 2014-11-24
    Simply Money Advisors
    Cincinnati, OH
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-17
S63 Uniform Securities Agent State Law Examination 1995-10-09
  • S65 Uniform Investment Adviser Law Examination
    2010-05-17
  • S63 Uniform Securities Agent State Law Examination
    1995-10-09
Other Names
  • Julie Lynn Robbins
  • Julie Lynn Robbins
  • Julie Lynn Siefert

View on SEC IAPD

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