JL
Julie L. Lesicki
LUMINIST CAPITAL
WEST DEPTFORD, NJ 08086
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CRD#: 4889735
JL
Professional summary
Julie Lynn Lesicki, who also goes by Julie Lynn Lesicki-dorenbos, is a registered financial advisor currently at LUMINIST CAPITAL, LLC located in West Deptford, New Jersey.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Julie has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julie Lynn Lesicki-Dorenbos
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.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Lynn Lesicki'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®
NoneExperience
Current
November 25, 2025 - Present
LUMINIST CAPITAL, LLC
Office #1: 935 Kings Highway Suite 900, West Deptford, NJ 08086RIA
CRD#: 173396
WEST DEPTFORD, NJ
Past
June 19, 2015 - September 25, 2025
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Haverford, PA
Past
November 15, 2011 - June 9, 2015
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
SAN DIEGO, CA
Past
October 21, 2011 - June 9, 2015
FORESTERS EQUITY SERVICES, INC.
RIA
CRD#: 18464
VILLANOVA, PA
Past
September 11, 2009 - November 5, 2009
DIRECTED SERVICES LLC
RIA
CRD#: 21675
WEST CHESTER, PA
Past
February 15, 2005 - November 5, 2009
DIRECTED SERVICES LLC
BD
CRD#: 21675
WEST CHESTER, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LC
LUMINIST CAPITAL, LLC
LUMINIST CAPITAL, LLC | SPICER WEALTH MANAGEMENT
CRD#: 173396 / SEC#: 801-126094
RIA
Registered Investment Advisory firm - (7/15/2022 Approved)California
Registered Investment Advisory firm - (11/17/2022 Terminated)Florida
Registered Investment Advisory firm - (10/18/2022 Terminated)Georgia
Registered Investment Advisory firm - (10/19/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2019 Terminated)Indiana
Registered Investment Advisory firm - (10/18/2022 Terminated)Iowa
Registered Investment Advisory firm - (10/20/2022 Terminated)Louisiana
Registered Investment Advisory firm - (10/18/2022 Terminated)Michigan
Registered Investment Advisory firm - (10/25/2022 Terminated)Mississippi
Registered Investment Advisory firm - (12/9/2019 Terminated)Ohio
Registered Investment Advisory firm - (10/18/2022 Terminated)Rhode Island
Registered Investment Advisory firm - (10/18/2022 Terminated)Texas
Registered Investment Advisory firm - (10/18/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (10/18/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(11/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LC
LUMINIST CAPITAL, LLC
LUMINIST CAPITAL, LLC | SPICER WEALTH MANAGEMENT
CRD#: 173396 / SEC#: 801-126094
RIA
Registered Investment Advisory firm - (7/15/2022 Approved)California
Registered Investment Advisory firm - (11/17/2022 Terminated)Florida
Registered Investment Advisory firm - (10/18/2022 Terminated)Georgia
Registered Investment Advisory firm - (10/19/2022 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2019 Terminated)Indiana
Registered Investment Advisory firm - (10/18/2022 Terminated)Iowa
Registered Investment Advisory firm - (10/20/2022 Terminated)Louisiana
Registered Investment Advisory firm - (10/18/2022 Terminated)Michigan
Registered Investment Advisory firm - (10/25/2022 Terminated)Mississippi
Registered Investment Advisory firm - (12/9/2019 Terminated)Ohio
Registered Investment Advisory firm - (10/18/2022 Terminated)Rhode Island
Registered Investment Advisory firm - (10/18/2022 Terminated)Texas
Registered Investment Advisory firm - (10/18/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (10/18/2022 Terminated)PREMIUM
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Contact information
Main Address
Grand Rapids, MI
Mailing Address
Phone number
(616) 600-4517
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,088 |
| AUM (Assets Under Management) | $ 140,707,545 |
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.
