Julio Soria

Current Employers

Employment History

• 06/2012 → 01/2024
  National Life Group
  Montpelier, VT
• 06/2012 → 04/2022
  Equity Services, Inc.
  Montpelier, VT
• 03/2023 → 01/2024
  Creative Financial Network
  Fort Lauderdale, FL
• 08/2023 → 09/2023
  Sagepoint Financial, Inc.
  Fort Lauderdale, FL
• 09/2023 → 01/2024
  Osaic Wealth, Inc.
  Fort Lauderdale, FL
• 01/2024 → 07/2026
  Guardian Life Insurance Company
  Sunrise, FL
• 01/2024 → 07/2026
  Park Avenue Securities
  Sunrise, FL
• 07/2026 → Present
  Guardian Life Insurance Company
  Tampa, FL
• 07/2026 → Present
  Park Avenue Securities
  Tampa, FL

Previous Registrations

• 2023-09-01 → 2023-11-06
  Osaic Wealth, Inc.
  Fort Lauderdale, FL
• 2023-08-02 → 2023-09-01
  Osaic Services, Inc.
  Fort Lauderdale, FL
• 2015-12-15 → 2022-04-22
  Equity Services, Inc.
  Boca Raton, FL
  Coral Gables, FL
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1. Vital Financial Group, Start Date: 2/1/2012, Address: 9420 Eden Manor, Parkland, FL 33076, 0 total hours per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Sunrise Financial Network, Start Date: 3/2/2024, Address: 1580 Sawgrass Corporate Parkway, Ste. 130 Sunrise, FL 33323, 200 total hours per month, 200 during securities trading hours, Investment related, No annual compensation,

Exams

• S66 Uniform Combined State Law Examination
  2015-12-07
• S63 Uniform Securities Agent State Law Examination
  1994-07-06

Other Names

• Julio Soria
• Julio Soria
• Julio B Soria