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

TRUNORTH ADVISORS

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

Dec 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Feb 27, 2018

First registration

Feb 28, 2018

Dual registered

no

Other names

Julie Ann Harrelson|Julie A Harrelson

IAPD individual key

6433337

• Occurred

  Jun 2, 2023
  Advisor changed firm

  Julie Ann Worley left Cambridge Investment Research Advisors, Inc. for Trunorth Advisors (registered 2024-02-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b1b6a5ee-9ae9-8f83-4ea8-c86d20e3d5c8

First observed

Feb 28, 2018

Last observed

Sep 14, 2026 5 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.