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JULIE D HELMERS
JULIE ELIZABETH DUEBIN, JULIE ELIZABETH DURBIN, JULIE DURBIN HELMERS
CRD#: 2329281
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 11025 600 UNIVERSITY PARK PLACE
SUITE 130 & 175
HOMEWOOD, AL 35209
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2007 - 2009 (2 years)2 FIRMS2009 - 2011 (2 years)2 FIRMS2012 - 2023 (11 years)2 FIRMS2023 - Present (1 year)BMORGAN STANLEY DW INC. (CRD# 7556)2002 - 2007 (4 years)BBANC OF AMERICA INVESTMENT SER... (CRD# 16361)1999 - 2002 (3 years)BSECURITIES AMERICA, INC. (CRD# 10205)1997 - 1998 (<1 year)BQUICK & REILLY, INC. (CRD# 11217)1995 - 1997 (2 years)IAMORGAN STANLEY (CRD# 7556)2004 - 2007 (3 years)
License(s)

State Registrations

IA
Alabama 6/1/2023

B
Mississippi 6/1/2023

B
Alabama 6/2/2023

IA
Mississippi 6/1/2023

B
California 6/1/2023

B
North Carolina 6/1/2023

B
District of Columbia 6/1/2023

B
Oregon 6/1/2023

B
Florida 6/1/2023

B
Texas 6/1/2023

IA
Florida 6/2/2023

IA
Texas 6/1/2023

B
Georgia 6/1/2023

B
Virginia 6/1/2023

B
Michigan 1/5/2024

B
West Virginia 6/1/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:11025)
600 UNIVERSITY PARK PLACE SUITE 130 & 175, HOMEWOOD, AL 35209
Registered with this firm since 6/1/2023

B
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025)
600 UNIVERSITY PARK PLACE SUITE 130 & 175, HOMEWOOD, AL 35209
Registered with this firm since 6/1/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
08/10/2012 - 06/06/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BIRMINGHAM, AL
B
04/04/2012 - 06/06/2023 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) BIRMINGHAM, AL
IA
06/01/2009 - 12/21/2011 MORGAN STANLEY SMITH BARNEY LLC (CRD#:149777) BIRMINGHAM, AL
B
06/01/2009 - 12/21/2011 MORGAN STANLEY SMITH BARNEY (CRD#:149777) BIRMINGHAM, AL
IA
04/02/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) BIRMINGHAM, AL
B
04/02/2007 - 06/01/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) BIRMINGHAM, AL
IA
01/16/2004 - 04/02/2007 MORGAN STANLEY (CRD#:7556) BIRMINGHAM, AL
B
05/09/2002 - 04/02/2007 MORGAN STANLEY DW INC. (CRD#:7556) BIRMINGHAM, AL
B
05/21/1999 - 06/17/2002 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) BOSTON, MA
B
11/10/1997 - 04/30/1998 SECURITIES AMERICA, INC. (CRD#:10205) LAVISTA, NE
B
07/28/1995 - 10/07/1997 QUICK & REILLY, INC. (CRD#:11217) NEW YORK, NY
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.