JB
Julie Ann M. Boles
SCHNEIDER DOWNS CORPORATE FINANCE, LP
Pittsburgh, PA 15222
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CRD#: 6934896
JB
Professional summary
Julie Ann Mcmillan Boles, who also goes by Julie Ann Mcmillan, is a registered financial professional currently at SCHNEIDER DOWNS CORPORATE FINANCE, LP located in Pittsburgh, Pennsylvania.
Julie Ann is registered as a RR (Registered Representative) and started their career in finance in 2018. Julie Ann has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Julie Ann Mcmillan
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) - BD
Click below to view Julie Ann Mcmillan Boles'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
May 7, 2018 - Present
SCHNEIDER DOWNS CORPORATE FINANCE, LP
Office #1: One Ppg Place, Suite 1700, Pittsburgh, PA 15222BD
CRD#: 133841
Pittsburgh, PA
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
Pennsylvania(11/5/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SD
SCHNEIDER DOWNS CORPORATE FINANCE, LP
LEWIS & CLARK INVESTMENTS, LP | SCHNEIDER DOWNS CORPORATE FINANCE, LP
CRD#: 133841 / SEC#: , 8-66791
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
Mailing Address
One Ppg Place, Suite 1700, Pittsburgh, PA 15222
Phone number
(412) 261-3644
Established
Pennsylvania since 08/17/2004
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (15 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THOMPSON, STEVEN DOUGLAS | SHAREHOLDER | 4900213 |
| WRIGHT, ERIC MITCHELL | SHAREHOLDER | 4900194 |
| ALLISON, GREGORY LEE | SHAREHOLDER | 7004046 |
| ARMKNECHT, PATRICK BRENNAN | SHAREHOLDER | 6689852 |
| BARBER, STEVEN ALLEN | SHAREHOLDER | 6847145 |
| BARRETT, JEANNE M | SHAREHOLDER | 6263533 |
| BOLES, JULIE ANN MCMILLAN | CHIEF COMPLIANCE OFFICER | 6934896 |
| BROGAN, STACI L | SHAREHOLDER | 6263536 |
| BRUCE, JOSEPH ANDREW | SHAREHOLDER | 6550701 |
| DEFRANK, EUGENE M. | SHAREHOLDER | 4900201 |
| DIPIETRANTONIO, MARK ANTHONY | SHAREHOLDER | 6550604 |
| EICHELBERGER, DEREK JOSEPH | SHAREHOLDER | 4644258 |
| FRIEL, EDWARD RICHARD | SHAREHOLDER | 5103827 |
| GOODE, ADAM JOSHUA | SHAREHOLDER | 7410064 |
| IELASE, TONY PAUL | SHAREHOLDER | 7419488 |
| JAMES, KIMBERLY LYNN | SHAREHOLDER | 7004006 |
| KERNS, PATRICK FRANCIS | SHAREHOLDER | 7004050 |
| LIEBERMAN, PETER JUSTIN | CHIEF EXECUTIVE OFFICER / SHAREHOLDER | 2974730 |
| LOMBARDO, NICHOLAS DAVID | SHAREHOLDER | 7410097 |
| LUMPKIN, JASON MICHAEL | SHAREHOLDER | 6847395 |
| MCELROY, CHRISTOPHER SCOTT | SHAREHOLDER | 7171316 |
| MORALLY, DOUGLAS JOSEPH | SHAREHOLDER | 7171287 |
| MULLEN, SARAH EMILY | CHIEF FINANCIAL OFFICER | 8060430 |
| OGRODNIK, EVAN | SHAREHOLDER | 6375736 |
| PETTKO, THEODORE MARK | SHAREHOLDER | 5726244 |
| PHILLIPS, DANIEL PATTON | SHAREHOLDER | 5452245 |
| PIOT, SARAH RITA | SHAREHOLDER | 7409531 |
| SCHARF, CARL DAVID | SHAREHOLDER | 7003988 |
| SCHINDLER, DARIN G. | SHAREHOLDER | 7352365 |
| SCHNEIDER DOWNS CORPORATE FINANCE, LLC | GENERAL PARTNER | |
| STALEY, JASON ROBERT | SHAREHOLDER | 5408661 |
| STEELE, JUSTIN CHARLES | SHAREHOLDER | 7171291 |
| WARREN, TREVOR PEPKE | SHAREHOLDER | 6847385 |
| WEDDELL, LAUREN ELIZABETH | SHAREHOLDER | 6847376 |
| WERNER, MATTHEW CHARLES | SHAREHOLDER | 7409409 |
| WORTH, STEPHEN RILEY | SHAREHOLDER | 8140320 |
| YARD, JAMES BUOY JR. | SHAREHOLDER | 5245990 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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