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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JULIE DENISE MCDANIEL

Advisor at IMPACTFOLIO LLC

DENVER, CO

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Search this name across graphsid dfx:ria:24e37ab5-5e93-e3bd-3840-c851f62d1d91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 29, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IMPACTFOLIO LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 26, 2007
First registration: Oct 29, 2007
Dual registered: no
Other names: JULIE DENISE FLETCHER
IAPD individual key: 4673079

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IMPACTFOLIO LLC	Independent wealth	Feb 15, 2019	n/a	yes	DENVER, CO	Current employment
SHARKEY HOWES & JAVER INC	Independent wealth	Jan 8, 2014	Feb 6, 2019	no	DENVER, CO	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Apr 13, 2009	Apr 2, 2013	no	DENVER, CO	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 29, 2007	Jan 7, 2009	no	DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SHARKEY HOWES & JAVER INC	IMPACTFOLIO LLC	Feb 6, 2019	Feb 15, 2019	9	Firm change	RIA to RIA
NFP ADVISOR SERVICES, LLC	SHARKEY HOWES & JAVER INC	Apr 2, 2013	Jan 8, 2014	281	Firm change	Other
UBS FINANCIAL SERVICES INC.	NFP ADVISOR SERVICES, LLC	Jan 7, 2009	Apr 13, 2009	96	Firm change	Other

Relationships

Registered with (4)

→ IMPACTFOLIO LLCRegistered adviserregistration: current employment
Feb 15, 2019 to presentfactForm ADV
→ SHARKEY HOWES & JAVER INCRegistered adviserregistration: previous registration
Jan 8, 2014 to Feb 6, 2019factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Apr 13, 2009 to Apr 2, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 29, 2007 to Jan 7, 2009factForm ADV

Dated events

No dated event names this entity yet.