David Michael Jullie

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1997 → Present
  Independent Insurance Agent
  Miami, FL
• 03/2004 → Present
  Jullie & Assoc Pa
  Miami, FL
• 05/2016 → 11/2018
  Signator Investors, Inc.
  South Miami, FL
• 11/2018 → Present
  Osaic Wealth, Inc.
  South Miami, FL

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  South Miami, FL
  Tampa, FL
• 1996-08-29 → 2016-05-13
  Transamerica Financial Advisors, Llc
  South Miami, FL
  South Miami, FL

Other Businesses

1) INDEPENDENT INS AGENT, TERM LIFE INS SALES. FIXED SALES. 7721 SW 62ND AVE, S-201, S. MIAMI, FL, INV-REL; YES. AGENT. 1997-PRESENT. 2 HRS/MTH. NONE DURING TRADING HRS. DUTIES: SALES AGENT. CLIENTS NEED LIFE INS, DOES NOT WANT VARIABLE UNIVERSAL LIFE... 2) JULLIE & ASSOCIATES, PA. (DBA), 7721 SW 62ND AVE., STE 201, S. MIAMI FL. INV-RELATED; YES. AGENT. IAR OF ISI, 3/04. 40 HRS/MTH. MEET CLIENTS, SALES OF SECURITIES & FIXED INS PRODUCTS, FINANCIAL PLANNING 3) DAVID M. JULLIE, P.A., SOUTH MIAMI, FL, OWNER/S CORP, USED FOR COMMISSIONS FOR FIXED PRODUCTS AND BUSINESS/ACCOUNTING PURPOSES, NO MARKETING OF THIS NAME, START 12/03, NOT INV-REL, 0 HRS 4) OWNER OF RENTAL PROPERTY, WITTMAN, MD, NOT INV-REL, START 10/2013, 0 HRS 5) Athletic referee/official/judge/coach/staff, Cutler Bay Sports Association, Coaching softball/travel teams,Manager of association and coaching,Jan 1, 2017, Approx 20 hours per month, 0 trading hours. 6) FIXED INSURANCE POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/15/1997 ADDRESS: 7721 SW 62 Avenue, Suite 201, S Miami FL 33143, United States DESCRIPTION: Sales & service of fixed insurance products. 7) DAVID M. JULLIE, P.A. POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2003 ADDRESS: 7721 SW 62nd Avenue, Suite 201, South Miami FL 33143, United States DESCRIPTION: This entity is for tax & accounting purposes. All income from insurance and securities is deposited to this entity and business expenses are paid out from it. 8) JULLIE & ASSOCIATES, P.A. POSITION: Owner NATURE: dba name under which I conductsecurities & insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/15/2004 ADDRESS: 7721 SW 62nd Avenue, Suite 201, South Miami FL 33143, United States DESCRIPTION: Sales & service of securities & variable insurance for clients and investment advisory business. 9) OFFICE VILLAGE CONDO & OFFICE VILLAGE CONDO II POSITION: Vice President NATURE: Associations for the ownership of the commercial property units in the buildings. Second location(Office Village Condo II)at 7325 SW 63rd Avenue, South Miami FL 33143. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2016 ADDRESS: 7721 SW 62nd Avenue, Suite 201, South Miami FL 33143, United States DESCRIPTION: Vice President of association that manages two commercial properties. I am not responsible for administration of funds in any manner.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-06-05
• S65 Uniform Investment Adviser Law Examination
  2002-05-31

Other Names

• David M Jullie