DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Julie Anne Bramlitt
Certified Financial Planner
Feed of 09/15/2026
Also filed as Julie Anne Morgan
At current firm
7 y
since Jan 3, 2019
In the industry
20 y
since Mar 6, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Institutions, Inc. BD affiliated currentsince Jan 3, 2019 · Harrisburg, Pa
- Cetera Investment Advisers LLC BD affiliatedFeb 7, 2018 to Oct 31, 2018 · Leola, Pa
- Cetera Advisor Networks LLC formerNov 16, 2016 to Jan 19, 2018 · Lancaster, Pa
- Cetera Investment Advisers LLC BD affiliatedFeb 11, 2014 to Oct 25, 2016 · Harrisburg, Pa
- LPL Financial LLC BD affiliatedOct 29, 2012 to Feb 12, 2014 · Shamokin Dam, Pa
- Msi Financial Services, Inc. formerApr 8, 2008 to Oct 30, 2012 · Lancaster, Pa
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Osaic Institutions, Inc.left Oct 31, 2018, registered Jan 3, 2019 (64 days) · Affiliated broker-dealer or bank to another
- Cetera Advisor Networks LLC to Cetera Investment Advisers LLCleft Jan 19, 2018, registered Feb 7, 2018 (19 days) · Other
- Cetera Investment Advisers LLC to Cetera Advisor Networks LLCleft Oct 25, 2016, registered Nov 16, 2016 (22 days) · Other
- LPL Financial LLC to Cetera Investment Advisers LLCleft Feb 12, 2014, registered Feb 11, 2014 (-1 days) · Other
- Msi Financial Services, Inc. to LPL Financial LLCleft Oct 30, 2012, registered Oct 29, 2012 (-1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address