Julie Ann Hepburn

Current Employers

Bull Harbor Capital Llc.

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2023-11-06
IL	RA	APPROVED	2023-10-25
NH	RA	APPROVED	2023-10-25
OR	RA	APPROVED	2023-10-25
WA	RA	APPROVED	2023-10-25
TX	RA	APPROVED_RES	2023-10-24
CA	RA	APPROVED	2023-10-23
MD	RA	APPROVED	2023-10-23

NV RA
APPROVED

Since 2023-11-06
IL RA
APPROVED

Since 2023-10-25
NH RA
APPROVED

Since 2023-10-25
OR RA
APPROVED

Since 2023-10-25
WA RA
APPROVED

Since 2023-10-25
TX RA
APPROVED_RES

Since 2023-10-24
CA RA
APPROVED

Since 2023-10-23
MD RA
APPROVED

Since 2023-10-23

Branch Locations

Chicago, IL • United States

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • 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
Partners For Prosperity, Llc	Chicago	IL	04/2018	06/2021
National Private Client Group	Chicago	IL	04/2003	Present
Pl Wealth Advisors	Chicago	IL	02/2022	10/2023
Bull Harbor Capital	Bethesa	MD	10/2023	Present

04/2018 → 06/2021

Partners For Prosperity, Llc

Chicago, IL
04/2003 → Present

National Private Client Group

Chicago, IL
02/2022 → 10/2023

Pl Wealth Advisors

Chicago, IL
10/2023 → Present

Bull Harbor Capital

Bethesa, MD

Previous Registrations

2022-02-23 → 2023-10-03

Pl Wealth Advisors, Llc

Salt Lake City, UT

Chigago, IL
2018-06-01 → 2021-06-01

Prosperity Economics Partners, Llc

Chicago, IL

Other Businesses

(1) NATIONAL PRIVATE CLIENT GROUP, INC. - INVESTMENT-RELATED - CHICAGO, IL - INSURANCE PRODUCER - OWNER - 03/2002 - APPROX 160 HRS/MONTH (APPROX 160 HRS/MONTH DURING TRADING HRS) - PROMOTION OF INSURANCE BUSINESS. (2) FINANCIALVA.COM - NON-INVESTMENT RELATED - CHICAGO, IL - OWNER - 01/2020 - APPROX 2 HRS/MONTH (APPROX 2 HRS/MONTH DURING TRADING HRS) - AGENT ASSISTANCE WITH SCALING BUSINESS (3) COACHING - NON-INVESTMENT RELATED - CHICAGO, IL - OWNER - 01/2021 - APPROX 10 HRS/MONTH (APPROX 10 HRS/MONTH NOT DURING TRADING HRS) - COACHING ADVISORS AND SMALL BUSINESS OWNERS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-12-20
S63	Uniform Securities Agent State Law Examination	1996-03-26

S65 Uniform Investment Adviser Law Examination

2017-12-20
S63 Uniform Securities Agent State Law Examination

1996-03-26

Other Names

Julie Ann Thompson
Julie Ann Thompson
Julie Ann Hepburn

View on SEC IAPD