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JB

Julie Barry

PARALEL DISTRIBUTORS
Boston, MA 02111-2641
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CRD#: 4567296
JB

Professional summary


Julie Barry, who also goes by Julie Lynn Barry, Julie Lynn Sullivan Ms., Julie Lynn Sullivan, Julie Sullivan, is a registered financial professional currently at PARALEL DISTRIBUTORS located in Boston, Massachusetts.

Julie is registered as a RR (Registered Representative) and started their career in finance in 2002. Julie has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Julie Lynn Barry | Julie Lynn Sullivan Ms. | Julie Lynn Sullivan | Julie Sullivan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Julie Barry's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 22, 2025 - Present

PARALEL DISTRIBUTORS

Office #1: One Lincoln Street Suite 1700, Boston, MA 02111-2641
BD
CRD#: 316115
Boston, MA
Past

September 21, 2017 - July 18, 2024

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
SAN FRANCISCO, CA
Past

January 3, 2017 - September 11, 2017

NUVEEN SECURITIES, LLC

BD
CRD#: 469
SAN FRANCISCO, CA
Past

August 10, 2016 - December 31, 2016

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
SAN FRANCISCO, CA
Past

August 20, 2010 - June 17, 2016

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
SAN FRANCISCO, CA
Past

August 24, 2007 - July 16, 2010

HARBOR FUNDS DISTRIBUTORS, INC.

BD
CRD#: 113506
CHICAGO, IL
Past

May 25, 2005 - August 13, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL
Past

March 3, 2004 - May 16, 2005

COMMERCE BROKERAGE SERVICES, INC.

BD
CRD#: 17140
CLAYTON, MO
Past

January 30, 2003 - December 16, 2003

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

September 17, 2002 - November 22, 2002

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/22/2025)
RR
Alaska
(7/22/2025)
RR
Arizona
(7/22/2025)
RR
Arkansas
(7/22/2025)
RR
California
(7/22/2025)
RR
Colorado
(7/22/2025)
RR
Connecticut
(7/22/2025)
RR
Delaware
(7/22/2025)
RR
District of Columbia
(7/22/2025)
RR
Florida
(7/22/2025)
RR
Georgia
(7/22/2025)
RR
Hawaii
(7/22/2025)
RR
Idaho
(7/22/2025)
RR
Illinois
(7/22/2025)
RR
Indiana
(7/22/2025)
RR
Iowa
(7/22/2025)
RR
Kansas
(7/22/2025)
RR
Kentucky
(7/22/2025)
RR
Louisiana
(7/22/2025)
RR
Maine
(7/22/2025)
RR
Maryland
(7/22/2025)
RR
Massachusetts
(7/22/2025)
RR
Michigan
(7/22/2025)
RR
Minnesota
(7/22/2025)
RR
Mississippi
(7/22/2025)
RR
Missouri
(7/22/2025)
RR
Montana
(7/22/2025)
RR
Nebraska
(7/22/2025)
RR
Nevada
(7/22/2025)
RR
New Hampshire
(7/22/2025)
RR
New Jersey
(7/22/2025)
RR
New Mexico
(7/22/2025)
RR
New York
(7/22/2025)
RR
North Carolina
(7/22/2025)
RR
North Dakota
(7/22/2025)
RR
Ohio
(7/23/2025)
RR
Oklahoma
(7/22/2025)
RR
Oregon
(7/22/2025)
RR
Pennsylvania
(7/22/2025)
RR
Puerto Rico
(7/22/2025)
RR
Rhode Island
(7/22/2025)
RR
South Carolina
(7/22/2025)
RR
South Dakota
(7/22/2025)
RR
Tennessee
(7/22/2025)
RR
Texas
(7/22/2025)
RR
Utah
(7/22/2025)
RR
Vermont
(7/22/2025)
RR
Virgin Islands
(7/22/2025)
RR
Virginia
(7/22/2025)
RR
Washington
(7/22/2025)
RR
West Virginia
(7/22/2025)
RR
Wisconsin
(7/22/2025)
RR
Wyoming
(7/22/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/8/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


PD
PARALEL DISTRIBUTORS
PARALEL DISTRIBUTORS | PARALEL DISTRIBUTORS LLC

CRD#: 316115 / SEC#: , 8-70771

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1700 Broadway Suite 1850, Denver, CO 80290
Mailing Address
1700 Broadway Suite 1850, Denver, CO 80290
Phone number
(303) 378-0364
Established
Delaware since 06/21/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PARALEL TECHNOLOGIES, LLCDIRECT OWNER
MAY, JEREMY OPPEGARDCEO/FOUNDER2744563
SWENSON, BRADLEY JOHNPRESIDENT/CCO/FINOP2666663

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARALEL DISTRIBUTORS

CRD#: 316115Boston, MA 02111-2641

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