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JULIA ANN ZAKARIAS
JULIA A ZAKARIAS, JULIE A ZAKARIAS
CRD#: 5012680
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Investment Adviser
GENFI LLCCRD#: 156464 1016 WEST JACKSON
CHICAGO, IL 60607
Registration History
20062008201020122014201620182020202220242026IAGENFI LLC (CRD# 156464)2011 - Present (13 years)IAKOVITZ INVESTMENT GROUP, LLC (CRD# 127880)2010 - 2011 (<1 year)IAMGP WEALTH MANAGEMENT, LLC (CRD# 150315)2009 - 2010 (<1 year)IAINTEROCEAN WEALTH MANAGEMENT LLC (CRD# 140456)2007 - 2009 (1 year)IACREDIT SUISSE SECURITIES (USA) LLC (CRD# 816)2005 - 2007 (2 years)
License(s)

State Registrations

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Illinois 3/1/2011

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Michigan 5/17/2023

Current Registration(s)
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GENFI LLC (CRD#:156464)
1016 WEST JACKSON, CHICAGO, IL 60607
Registered with this firm since 3/1/2011

Previous Registration(s)
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02/12/2010 - 01/21/2011 KOVITZ INVESTMENT GROUP, LLC (CRD#:127880) CHICAGO, IL
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08/27/2009 - 02/12/2010 MGP WEALTH MANAGEMENT, LLC (CRD#:150315) CHICAGO, IL
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09/25/2007 - 08/27/2009 INTEROCEAN WEALTH MANAGEMENT LLC (CRD#:140456) CHICAGO, IL
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08/11/2005 - 10/12/2007 CREDIT SUISSE SECURITIES (USA) LLC (CRD#:816) CHICAGO, IL
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Disclosures
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