Julie Ann Orser Odermatt

Current Employers

Orser Investment Advisors, Inc.

Houston, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	1994-01-31

TX RA
APPROVED

Since 1994-01-31

Branch Locations

Houston, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Orser Investment Advisors, Inc.	Houston	TX	01/1994	Present

01/1994 → Present

Orser Investment Advisors, Inc.

Houston, TX

Other Businesses

Walter Odermatt Properties. Ms. Orser spends 2 hours a week managing rental properties. She is the managing member of the sole proprietorship and served in this role since 2000. This is not an investment advisory related activity. The address is 4402 Stanford Street, Houston, TX 77006. Hill Limited Partnership. Ms. Orser spend 2 hours a month serving as a limited partner for the limited partnership. This is not an investment advisory related activity. The address of Hill Properties is 204 Murphy Drive Southlake, TX 76092.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1983-10-24

S63 Uniform Securities Agent State Law Examination

1983-10-24

Other Names

Julie Ann Orser-Shead
Julie A Orser
Julie Ann Orser
Julie Orser Odermatt

View on SEC IAPD