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JULIE ANN BELLES
Julie Belles, JULIE ANN GAWTHORPE
CRD#: 7159711
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 8880 CAL CENTER DRIVE
SUITE 220
SACRAMENTO, CA 95826-3229
Registration History
20202021202220232024202520262 FIRMS2020 - 2023 (3 years)2 FIRMS2023 - 2025 (1 year)2 FIRMS2025 - Present (<1 year)
License(s)

State Registrations

B
California 1/24/2025

IA
California 1/24/2025

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
8880 CAL CENTER DRIVE SUITE 220, SACRAMENTO, CA 95826-3229
Registered with this firm since 1/24/2025

B
OSAIC WEALTH, INC. (CRD#:23131)
8880 CAL CENTER DRIVE SUITE 220, SACRAMENTO, CA 95826-3229
Registered with this firm since 1/24/2025

Previous Registration(s)
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IA
09/11/2023 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SACRAMENTO, CA
B
09/11/2023 - 01/24/2025 OSAIC FA, INC. (CRD#:3978) SACRAMENTO, CA
IA
12/02/2020 - 09/05/2023 PRINCIPAL SECURITIES, INC. (CRD#:1137) Elk Grove, CA
B
09/08/2020 - 09/05/2023 PRINCIPAL SECURITIES, INC. (CRD#:1137) Elk Grove, CA
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B
Broker
IA
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.