Julia Renee Kaminski

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1988 → Present
  Dewey Mcdonald Carrillo
  Upland, CA
• 05/2002 → 06/2023
  Royal Alliance Associates Inc
  Upland, CA
• 06/2023 → Present
  Osaic Wealth, Inc
  Upland, CA

Previous Registrations

• 2009-07-20 → 2009-12-31
  Wealthcare Alliance, Inc.
  Upland, CA
  Westlake Village, CA

Other Businesses

1) DEWEY, MCDONALD & CARRILLO, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 64 SECURITIES TRADING HOURS: 64 START DATE: 01/01/1990 ADDRESS: 1282 W Arrow Hwy, Ste 200 Upland, CA 91786, Upland CA 91786, United States DESCRIPTION: Prepare tax returns for individuals, partnerships, corporations and trusts. Provide consulting services regarding tax, finances, debts, tax mitigation, estate planning, tax resolution and audits. Provides MAS-Management Advisory Services, including but not limited to incorporations, financial plans and services related to assisting clients with their improving their businesses. Dewey, McDonald & Carrillo, Inc. provides it's MAS services under a DBA of Capital Advisors. 2) JULIA KAMINSKI POSITION: Owner - NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 65 START DATE: 05/18/2000 ADDRESS: 1282 W Arrow Hwy, Ste 200, Upland CA 91786, United States DESCRIPTION: I sell variable, fixed annuities and term life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-24
• S63 Uniform Securities Agent State Law Examination
  2000-03-07

Other Names

• Julia Hector
• Julia Renee Carrillo