Julia H. Houston
Professional summary
Julia Haley Houston is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Charlotte, North Carolina.
Julia is registered as a RR (Registered Representative) and started their career in finance in 2023. Julia has worked at 1 firm and has passed the Series 63, Series 7TO, Series 6TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Julia Haley Houston's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 20, 2023 - Present
BRIGHTHOUSE SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/19/2024)
(2/14/2023)
(8/19/2025)
(10/30/2024)
(2/14/2023)
(2/14/2023)
Exams
Series 7TO
Date: 1/29/2025
General Securities Representative ExaminationSeries 6TO
Date: 1/20/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
BRIGHTHOUSE SECURITIES, LLC
CRD#: 285300 / SEC#: , 8-69845
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BRIGHTHOUSE HOLDINGS, LLC | SOLE MEMBER (SHAREHOLDER) | |
| BEAULIEU, PHILIP JOHNATHON | VICE PRESIDENT | 5300540 |
| DAVIS, MICHAEL BENJAMIN | VICE PRESIDENT | 1742347 |
| LAMBERT, MYLES JOSEPH | CHAIRMAN PRESIDENT AND CEO | 3107551 |
| LEINTZ, DONALD ANTHONY | VICE PRESIDENT | 4374813 |
| MACILVANE, KEVIN MICHAEL JR | VICE PRESIDENT | 5164574 |
| MARTINEZ, JOHN GREGORY | PRINCIPAL FINANCIAL OFFICER | 2210722 |
| MORGAN, JANET MARIE | VICE PRESIDENT | 6770849 |
| NIGRO, GERARD JOSEPH | SENIOR VICE PRESIDENT | 1577003 |
| PROHONIC, KRISTIN LEE | CHIEF COMPLIANCE OFFICER | 3048592 |
Red Flags
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