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Julie Carlene Wyrick

Impact Investors

Phoenix, AZ

San Francisco, CA

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Current Employers
Impact Investors

870 Market St Suite 482, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-09-25
  • AZ RA
    APPROVED
    Since 2025-09-25

Branch Locations

Phoenix, AZ • United States

870 Market St Suite 482, San Francisco, CA 94104 • 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
Druantia Phoenix AZ 05/2022 Present
Money Positive Cooperative Wimberley TX 02/2025 08/2025
Transformative Wealth Management Llc El Cerrito CA 02/2023 10/2024
Datascribe Phoenix AZ 03/2020 02/2023
Starling Designz Phoenix AZ 02/2014 04/2020
The Impact Investors San Francisco CA 08/2025 Present
  • 05/2022 → Present
    Druantia
    Phoenix, AZ
  • 02/2025 → 08/2025
    Money Positive Cooperative
    Wimberley, TX
  • 02/2023 → 10/2024
    Transformative Wealth Management Llc
    El Cerrito, CA
  • 03/2020 → 02/2023
    Datascribe
    Phoenix, AZ
  • 02/2014 → 04/2020
    Starling Designz
    Phoenix, AZ
  • 08/2025 → Present
    The Impact Investors
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-08
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08

View on SEC IAPD

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