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Julian Earl Gottshall
Julian Gottshall
CRD#: 7240859
IA
Investment Adviser
B
Broker
PFG ADVISORSCRD#: 173344 2890 Willamette St.
Eugene, OR 97405
OSAIC WEALTH, INC.CRD#: 23131 2890 WILLAMETTE ST
EUGENE, OR 97405
Registration History
2020202120222023202420252026IAPFG ADVISORS (CRD# 173344)2022 - Present (2 years)BOSAIC WEALTH, INC. (CRD# 23131)2024 - Present (<1 year)BSECURITIES AMERICA, INC. (CRD# 10205)2022 - 2024 (2 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2020 - 2020 (<1 year)
License(s)

State Registrations

B
Minnesota 1/2/2025

B
Oregon 6/14/2024

IA
Oregon 9/30/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PFG ADVISORS (CRD#:173344)
2890 Willamette St., Eugene, OR 97405
Registered with this firm since 9/30/2022

B
OSAIC WEALTH, INC. (CRD#:23131)
2890 WILLAMETTE ST, EUGENE, OR 97405
Registered with this firm since 6/14/2024

Previous Registration(s)
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03/16/2022 - 06/14/2024 SECURITIES AMERICA, INC. (CRD#:10205) EUGENE, OR
B
08/11/2020 - 09/28/2020 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) ALAMEDA, CA
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B
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.