Julius William Aebly

Current Employers

Employment History

• 01/1998 → Present
  Aebly & Associates Insurance Services
  West Seneca, NY
• 07/2017 → Present
  Osaic Wealth Inc
  Grand Island, NY
• 07/2017 → Present
  Lytle Investments
  Grand Island, NY

Other Businesses

1. AEBLY AND ASSOCIATES INSURANCE SERVICES, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1977 ADDRESS: 1471 UNION RD West Seneca NY 14224, United States DESCRIPTION: President and 100% owner. Sell group medical, dental, life & disability insurance, long term care, individual life insurance. 2. AEBLY & ASSOCIATES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2008 ADDRESS: 12125 Townsend Rd., Springville NY 14141, United States DESCRIPTION: Own commercial buildings/real estate 3. AEBLY AND ASSOCIATES INSURANCE SERVICES 401(K) PLAN POSITION: Trustee NATURE: 401(k) Plan INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1977 ADDRESS: 1471 UNION RD West Seneca NY 14224, United States, West Seneca NY 14224, United States DESCRIPTION: Trustee duties 4. ALPHA ASSOCIATES, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2008 ADDRESS: So. Main Street, Batavia NY 14020, United States DESCRIPTION: Owner, responsible for sale and servicing of property & casualty insurance. 5. RISK TRANSFER SOLUTIONS POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2012 ADDRESS: 1471 Union Road, West Seneca NY 14224, United States DESCRIPTION: 50% owner. Consult with other owner regarding insurance strategies for clients. 6. LYTLE INVESTMENTS POSITION: President & 100% Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2018 ADDRESS: 101 Lang Boulevard, Grand Island NY 14072, United States DESCRIPTION: Person in-charge of Independent Investment Advisory firm. 7. LYTLE ASSOCIATES POSITION: President & 100% Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2017 ADDRESS: 101 Lang Boulevard, Grand Island NY 14072, United States DESCRIPTION: Owner of firm selling fixed insurance. 8. AEBLY AND ASSOCIATES INSURANCE SERVICES 401(K) PLAN POSITION: Trustee NATURE: 401(k) Plan INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1977 ADDRESS: 1471 Union Road, West Seneca NY 14224, United States DESCRIPTION: Trustee duties

Exams

• S66 Uniform Combined State Law Examination
  2018-02-23
• S63 Uniform Securities Agent State Law Examination
  1987-01-13