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JA

Julia M. Allen

HEDGECO SECURITIES
WEST PALM BEACH, FL 33401-5322
CRD#: 5326018
Some features on this profile are disabled
JA
Julia Marie AllenHEDGECO SECURITIES

Professional summary

Julia Marie Allen, who also goes by Julia M Allen, is a registered financial professional currently at HEDGECO SECURITIES, LLC located in West Palm Beach, Florida.

Julia is registered as a RR (Registered Representative) and started their career in finance in 2007. Julia has worked at 4 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Julia M Allen

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 Julia Marie Allen's CRS (Customer Relationship Summary).
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

June 10, 2026 - Present

HEDGECO SECURITIES, LLC

Office #1: 105 Narcissus Avenue Suite 701, West Palm Beach, FL 33401-5322
BD
CRD#: 142498
WEST PALM BEACH, FL
Past

February 10, 2020 - March 10, 2025

HALO SECURITIES, LLC

BD
CRD#: 279029
Chicago, IL
Past

August 13, 2018 - January 2, 2020

SG AMERICAS SECURITIES, LLC

BD
CRD#: 128351
CHICAGO, IL
Past

August 14, 2007 - July 12, 2018

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
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
Florida
(6/10/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/10/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/1/2009
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/13/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

HS
HEDGECO SECURITIES, LLC
DMK SECURITIES, LLC | MADISONGREY SECURITIES, LLC | HEDGECO SECURITIES, LLC

CRD#: 142498 / SEC#: , 8-67470

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

Main Address
105 Narcissus Avenue Suite 701, West Palm Beach, FL 33401-5322
Mailing Address
105 Narcissus Avenue Suite 701, West Palm Beach, FL 33401-5322
Phone number
(561) 835-8690
Established
Delaware since 08/15/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SMARTX TECHNOLOGY SOLUTIONS INC.HOLDING COMPANY
JONES, SHARONFINOP3124470
MILANO, LOUIS MICHAELCHIEF COMPLIANCE OFFICER842064

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

HEDGECO SECURITIES, LLC

CRD#: 142498West Palm Beach, FL 33401-5322

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