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.

Current firm

XCELSIOR ADVISOR PARTNERS 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

Nov 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 8, 2018

First registration

Dec 3, 2018

Dual registered

yes, broker-dealer

Other names

Julie Anne Cilley|Julie Anne Weisenbeck|Julie A Weisenbeck|Julie A Lafferty

IAPD individual key

6895970

• Occurred

  Apr 28, 2026
  Advisor changed firm

  Julie Anne Lafferty left Robert W. Baird & Co. Incorporated for Xcelsior Advisor Partners Llc (registered 2026-05-14)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4d396e8e-56a9-8368-8024-2b888ae92878

First observed

Dec 3, 2018

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.