Best Investors Account Sign in

Julie Ann Schneider

D.A. Davidson & Co.

Vancouver, WA

Woodland, WA

Seattle, WA

Claim This Profile
Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-03-16
  • WA RA
    APPROVED
    Since 2022-03-16

Branch Locations

500 Broadway Suite 370, Vancouver, WA 98660 • United States

Woodland, WA • United States

Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • 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
Manning & Napier Investor Services, Inc. Fairport NY 04/2013 01/2022
Unemployed Woodland WA 01/2022 03/2022
D.A. Davidson & Co. Vancouver WA 03/2022 Present
  • 04/2013 → 01/2022
    Manning & Napier Investor Services, Inc.
    Fairport, NY
  • 01/2022 → 03/2022
    Unemployed
    Woodland, WA
  • 03/2022 → Present
    D.A. Davidson & Co.
    Vancouver, WA
Previous Registrations
  • 2013-05-29 → 2022-02-04
    Manning & Napier Advisors, Llc
    Portland, OR
    Fairport, NY
  • 2013-05-29 → 2013-12-31
    Manning & Napier Advisory Advantage Company, Llc
    Portland, OR
    Fairport, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-22
S63 Uniform Securities Agent State Law Examination 1986-01-20
  • S66 Uniform Combined State Law Examination
    2013-05-22
  • S63 Uniform Securities Agent State Law Examination
    1986-01-20
Other Names
  • Julie Ann Kauls
  • Julie Ann Nye

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COLUMBIA RIVER FINANCIAL GROUP
LPL FINANCIAL LLC
ONEAMERICA SECURITIES, INC.

Other Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard
Eric Schwartz
Matthew C Stroder
SHENA QUEN BARTLETT
JEFFREY SCOTT LUKOWIAK
Brian Jennings Harmon

Other Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Vancouver, WA
AMERIPRISE FINANCIAL SERVICES, LLC · VANCOUVER, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · VANCOUVER, WA
COLUMBIA RIVER FINANCIAL GROUP · VANCOUVER, WA
LPL FINANCIAL LLC · VANCOUVER, WA

More in Vancouver, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor