Julie Connor has been an investment adviser representative at Taurus Capital Advisors since August 2017, and is not listed among the firm’s executive officers or direct owners.
Taurus Capital Advisors, LLC is a Lake Oswego, OR firm with $231M under management, 263 clients and 4 advisers in one office, as of its March 2026 filing.
- Taurus Capital Advisors, LLCCurrent– present · 9 yearsLake Oswego, OR · Adviser representative · Firm CRD 137633
Investment adviser representative registrations
Julie Connor is registered as an investment adviser representative in 2 states. Each was approved in August 2017.
- OregonSince 23 August 2017
- WashingtonSince 23 August 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julie Addicott Connor
- CRD
- 6814909
- Firm
- Taurus Capital Advisors · CRD 137633
- Office
- 16325 BOONES FERRY ROAD, SUITE 203, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Connor work?
Julie Connor is an investment adviser representative registered through Taurus Capital Advisors, LLC since August 2017, and is not listed among the firm’s executive officers or direct owners.
Is Julie Connor a financial advisor?
Yes. Julie Connor has a current investment-adviser registration in Oregon and Washington, through Taurus Capital Advisors since August 2017.
How many years of experience does Julie Connor have?
Julie Connor has 9 years in the financial industry, since August 2017, across 1 adviser firm.
What exams has Julie Connor passed?
Julie Connor passed the Series 65 in August 2017.
Where is Julie Connor based?
Julie Connor’s registered office is in Lake Oswego, OR.
Is Julie Connor registered with FINRA?
No. Julie Connor has no current broker registration.
How can I verify Julie Connor’s record?
Search CRD 6814909 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Connor’s full registration record.