Julia Mendak

Current Employers

Employment History

• 09/2014 → 06/2019
  Prudential Insurance Company Of America
  Hartford, CT
• 09/2014 → 06/2019
  Prudential Investment Management Services
  Hartford, CT
• 06/2019 → 02/2020
  Unemployed
  Hartford, CT
• 03/2020 → 08/2020
  Voya Financial Advisors, Inc.
  Windsor, CT
• 08/2020 → 04/2023
  Unemployed
  Glastonbury, CT
• 04/2023 → Present
  Alliant Insurance Services, Inc.
  New York, NY
• 05/2023 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Osaic Wealth, Inc.
  New York, NY

Other Businesses

1. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2023 POSITION/TITLE/RELATIONSHIP: INVESTMENT CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: CONDUCTS INVESTMENT ANALYSIS FOR PROSPECTING PURPOSES 2. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2023 POSITION/TITLE/RELATIONSHIP: INVESTMENT CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE INVESTMENT CONSULTING TO INSTITUTIONAL RETIREMENT PLANS; 3. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT SERVICES, LLC/ALLIANT RETIREMENT CONSULTING (ARC) - CRD# 167970; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 9/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-05
• S63 Uniform Securities Agent State Law Examination
  2015-02-25