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300 Saunders Road Suite 100, Riverwoods, IL 60015 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-06 |
| IL | RA | APPROVED | 2018-05-22 |
Branch Locations
300 Saunders Road Suite 100, Riverwoods, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chicago | IL | 04/2015 | 02/2018 |
| Lelah Financial, Llc | Riverwoods | IL | 02/2018 | Present |
(1) 2007-Present: Insurance Agent/Insurance Related/Chicago, IL/Insurance/Insurance products and services via unaffiliated issuers and agencies/Involves up to 25% time each month, including during traditional business hours.//(2) 2015-Present: Rental Property/Not Investment Related/Deerfield, IL/Rental Property/Owner/Involves up to five percent time each month, including during traditional business hours.//
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-01 |
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