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Julia Catherine Grose

Domain Money Advisors, LLC

New York, NY

Littleton, CO

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Current Employers
Domain Money Advisors, Llc

32 Mercer St. 3Rd Floor, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-09
CO RA APPROVED 2026-04-02
  • CA RA
    APPROVED
    Since 2026-08-09
  • CO RA
    APPROVED
    Since 2026-04-02

Branch Locations

32 Mercer St. 3Rd Floor, New York, NY 10013 • United States

Littleton, CO • 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
Charles Schwab & Co., Inc. Phoenix AZ 11/2013 03/2026
Charles Schwab Bank Los Angeles CA 01/2016 08/2017
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 08/2017 10/2022
Charles Schwab Premier Bank, Ssb Phoenix AZ 10/2022 03/2026
Charles Schwab Bank Phoenix AZ 11/2023 03/2026
Domain Money Advisors Llc New York NY 03/2026 Present
  • 11/2013 → 03/2026
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2016 → 08/2017
    Charles Schwab Bank
    Los Angeles, CA
  • 08/2017 → 10/2022
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 10/2022 → 03/2026
    Charles Schwab Premier Bank, Ssb
    Phoenix, AZ
  • 11/2023 → 03/2026
    Charles Schwab Bank
    Phoenix, AZ
  • 03/2026 → Present
    Domain Money Advisors Llc
    New York, NY
Previous Registrations
  • 2014-05-23 → 2026-04-12
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Phoenix, AZ
    Lone Tree, CO
    Littleton, CO
    Phoenix, AZ
    Santa Monica, CA
    Los Angeles, CA
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
  • 2017-08-22 → 2022-11-21
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-23
  • S66 Uniform Combined State Law Examination
    2014-05-23
Designations

View on SEC IAPD

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