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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-01
  • VA RA
    APPROVED
    Since 2025-05-01

Branch Locations

11800 Sunrise Valley Drive Suite 1425, Reston, VA 20191 • United States

Reston, VA • 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
Ameriprise Financial Services, Llc Fairfax VA 02/2017 01/2024
Homemaker Reston VA 08/2015 01/2017
Northwest Federal Credit Union Herndon VA 01/2024 05/2025
Lpl Financial Llc Herndon VA 01/2024 05/2025
Raymond James Financial Services, Inc. Reston VA 05/2025 Present
Raymond James Financial Services Advisors, Inc. Reston VA 05/2025 Present
Northwest Financial Advisors Llc Herndon VA 01/2024 05/2025
Momentum Capitol Wealth Advisors Reston VA 05/2025 Present
Previous Registrations
Other Businesses

(1)Name of Business: Momentum Capitol Wealth Advisors Address: 11800 Sunrise Valley Dr Ste 1425, Reston, VA, 20191-5317, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered CSA, relationship manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-31
  • S66 Uniform Combined State Law Examination
    2022-01-31
Other Names
  • Julie Anne Dreos

View on SEC IAPD

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