Julia Brownlee Miller

Current Employers

Employment History

• 05/2013 → 06/2024
  Securities America, Inc.
  Sarasota, FL
• 05/2013 → 06/2024
  Securities America Advisors, Inc.
  Sarasota, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sarasota, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sarasota, FL

Previous Registrations

• 2013-06-19 → 2024-06-14
  Securities America Advisors, Inc.
  Sarasota, FL
• 2010-04-20 → 2013-06-18
  Morgan Stanley
  Venice, FL
  Sarasota, FL
  Sarasota, FL
• 2009-10-26 → 2010-03-18
  Global Financial Private Capital, Inc.
  Sarasota, FL

Other Businesses

***BNI POSITION: VICE PRES NATURE: JULIA B. MILLER, BNI -NETWORKING, VICE PRESIDENT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2016 ADDRESS: 1021 DISCOVERY WAY, SARASOTA FL 34275 DESCRIPTION: NETWORKING GROUP ***INSURANCE-JULIA MILLER POSITION: agent NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2010 ADDRESS: 4341 Woodview Dr, Sarasota FL 34232 DESCRIPTION: Insurance and annuity products are considered during theplanning process with our clients. ***FIRESTAR CAPITAL INVESTMENTS POSITION: Advisor NATURE: INVESTMENT ADVISORY - SECURITIES AMERICA ADVISORS - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2013 ADDRESS: 4341 Woodview Dr, Sarasota FL 34232 DESCRIPTION: Custom portfolio management ***REALTOR-JULIA B MILLER POSITION: Realtor NATURE: JULIA B. MILLER, REAL ESTATE, REALTOR, TIME SPENT 1% INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2017 ADDRESS: 4341 Woodview Dr, Sarasota FL 34232 DESCRIPTION: My real estate license is voluntarily inactive but am licensed to make referrals and get paid a percentage at times. ***PARK MANAGEMENT, INC POSITION: President NATURE: President of my homeowner's association INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2023 ADDRESS: PO Box 51807, Sarasota FL 34232 DESCRIPTION: As president I am in charge of running the Board Meetings. I also oversee committees. ***STARBOARD ENDEAVORS, INC POSITION: Strictly established for accounting purposes NATURE: Sub Chapter S corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2013 ADDRESS: 4341 Woodview Drive, Sarasota FL 34232 DESCRIPTION: I am the owner of this company. It was established as advised by my CPA. My 50/50 business partner and I own FireStar Capital Investments Corp and all our securities marketing is done under this name. We only receive fees and compensation to our individual name. This individual Sub S Corp Starboard Endeavors, Inc was simply established in order to file taxes and report expenses. ***JULIA B MILLER, TRUSTEE POSITION: Trustee NATURE: Trustee on a Revocable Living Trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/14/2019 ADDRESS: 4341 Woodview Dr, Sarasota FL 34232 DESCRIPTION: I am a trustee along with my mother, of her revocable living trust. I handle her banking and bill pay, as well as her investment decisions on accounts: [REDACTED] and [REDACTED]

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-10
• S63 Uniform Securities Agent State Law Examination
  2009-03-06

Other Names

• Julia Miller Mcgrath
• Julia Miller Ostema
• Julia Miller Winder