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Julia Lorenz-Olson

Solstice Wealth

Austin, TX

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Current Employers
Solstice Wealth

14205 N Mopac Expy 5Th Floor, Austin, TX 78728 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-08
  • TX RA
    APPROVED
    Since 2025-09-08

Branch Locations

14205 N Mopac Expy 5Th Floor, Austin, TX 78728 • 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
Legacy Mutual Mortgage Austin TX 06/2014 08/2017
The Art Of Finance Austin TX 08/2017 Present
  • 06/2014 → 08/2017
    Legacy Mutual Mortgage
    Austin, TX
  • 08/2017 → Present
    The Art Of Finance
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-07
  • S65 Uniform Investment Adviser Law Examination
    2025-05-07
Other Names
  • Julia Olsen

View on SEC IAPD

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