DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Julia Elizabeth Coburn

Advisor at CENTAURUS FINANCIAL, INC.

Rocklin, CA | SANTA BARBARA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c32964d-5734-4066-f5ed-0dbf09dd28fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2002 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: CENTAURUS FINANCIAL, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 29, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Oct 29, 2002
First registration: Oct 30, 2002
Dual registered: yes, broker-dealer
Other names: JULIE ELIZABETH COBURN-OLSON|JULIE OLSON|JULIA E COBURN
IAPD individual key: 2565449

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
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jul 13, 2022	n/a	yes	SANTA BARBARA, CA\|Rocklin, CA	Current employment
CROWN CAPITAL SECURITIES, L.P.	Former SEC adviser	Feb 3, 2017	Sep 11, 2017	no	Roseville, CA\|FAIR OAKS, CA\|Roseville, CA	Previous registration
BCN FINANCIAL, INC.	State registered	Feb 10, 2012	Oct 5, 2017	no	ALAMEDA, CA	Previous registration
QUEST SECURITIES, INC.	n/a	Apr 28, 2009	Feb 2, 2017	no	ALAMEDA, CA\|ROCKLIN, CA\|ROSEVILLE, CA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 13, 2004	Oct 20, 2006	no	SACRAMENTO, CA\|SACRAMENTO, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 30, 2002	Dec 7, 2002	no	ROSEVILLE, CA	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
BCN FINANCIAL, INC.	CROWN CAPITAL SECURITIES, L.P.	Oct 5, 2017	Feb 3, 2017	-244	Firm change after gap	Other
CROWN CAPITAL SECURITIES, L.P.	CENTAURUS FINANCIAL, INC.	Sep 11, 2017	Jul 13, 2022	1,766	Firm change after gap	Other
QUEST SECURITIES, INC.	BCN FINANCIAL, INC.	Feb 2, 2017	Feb 10, 2012	-1,819	Firm change after gap	Other
MSI FINANCIAL SERVICES, INC.	QUEST SECURITIES, INC.	Oct 20, 2006	Apr 28, 2009	921	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MSI FINANCIAL SERVICES, INC.	Dec 7, 2002	Jul 13, 2004	584	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6828:135655:CA:2017-02-02	Feb 2, 2017	Feb 10, 2012	ROSEVILLE, CA	Firm change after gap

Relationships

Registered with (6)

→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: current employment
Jul 13, 2022 to presentfactForm ADV
→ BCN FINANCIAL, INC.Registered adviserregistration: previous registration
Feb 10, 2012 to Oct 5, 2017factForm ADV
→ CROWN CAPITAL SECURITIES, L.P.Registered adviserregistration: previous registration
Feb 3, 2017 to Sep 11, 2017factForm ADV
→ QUEST SECURITIES, INC.Registered adviserregistration: previous registration
Apr 28, 2009 to Feb 2, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 13, 2004 to Oct 20, 2006factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 30, 2002 to Dec 7, 2002factForm ADV

Dated events

No dated event names this entity yet.