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Feed of 09/14/2026
Also filed as Julie Lynn Baertschi
At current firm
5 y
since May 18, 2021
In the industry
19 y
since Nov 9, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M••••• S•••••• wirehouse currentsince May 18, 2021 · Middleton, Wi
- L•• F•••••••• L•• BD affiliatedMar 24, 2021 to Apr 23, 2021 · Madison, Wi
- B•• H••••• F•••••••• A•••••••• I•• formerAug 1, 2012 to Mar 24, 2021 · Madison, Wi
- M•• I••••••••• M••••••••• C•••• formerApr 28, 2010 to Apr 18, 2012 · Milwaukee, Wi
- M•• F•••••••• A•••••••• I••• formerNov 10, 2006 to Aug 1, 2012 · Monona, Wi
Moves
a registration end followed by a registration begin elsewhere
- L•• F•••••••• L•• to M••••• S••••••left Apr 23, 2021, registered May 18, 2021 (25 days) · Affiliated broker-dealer or bank to wirehouse
- B•• H••••• F•••••••• A•••••••• I•• to L•• F•••••••• L••left Mar 24, 2021, registered Mar 24, 2021 (0 days) · corporate re-registration, not a move
- M•• F•••••••• A•••••••• I••• to M•• I••••••••• M••••••••• C••••left Aug 1, 2012, registered Apr 28, 2010 (-826 days) · corporate re-registration, not a move
- M•• I••••••••• M••••••••• C•••• to B•• H••••• F•••••••• A•••••••• I••left Apr 18, 2012, registered Aug 1, 2012 (105 days) · corporate re-registration, not a move
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
- Wirehousederived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address