Julie A. Connor

TAURUS CAPITAL ADVISORS

Lake Oswego, OR 97035

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CRD#: 6814909

Professional summary

Julie Addicott Connor, who also goes by Julie Ann Addicott, is a registered financial advisor currently at TAURUS CAPITAL ADVISORS, LLC located in Lake Oswego, Oregon.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Julie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Ann Addicott

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) - RIA

Click below to view Julie Addicott Connor'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

August 23, 2017 - Present

TAURUS CAPITAL ADVISORS, LLC

Office #1: 16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035

RIA

CRD#: 137633

Lake Oswego, OR

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".

TAURUS CAPITAL ADVISORS, LLC

TAURUS CAPITAL ADVISORS, LLC | TAURUS CAPITAL MANAGEMENT, LLC

CRD#: 137633 / SEC#: 801-127840

RIA

Registered Investment Advisory firm - (5/10/2023 Approved)

Oregon

Registered Investment Advisory firm - (5/22/2023 Terminated)

Washington

Registered Investment Advisory firm - (8/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(8/23/2017)

IAR

Washington
(8/23/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2017

Uniform Investment Adviser Law Examination

Current Firm

TAURUS CAPITAL ADVISORS, LLC

TAURUS CAPITAL ADVISORS, LLC | TAURUS CAPITAL MANAGEMENT, LLC

CRD#: 137633 / SEC#: 801-127840

RIA

Registered Investment Advisory firm - (5/10/2023 Approved)

Oregon

Registered Investment Advisory firm - (5/22/2023 Terminated)

Washington

Registered Investment Advisory firm - (8/25/2023 Terminated)

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Contact information

Main Address

16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 756-2972

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	595
AUM (Assets Under Management)	$ 167,218,492

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.

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Julie A. Connor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TAURUS CAPITAL ADVISORS, LLC

Primary Firm SEC Registration

TAURUS CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2017

Current Firm

TAURUS CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TAURUS CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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