Mark Robert Bova

Employer firm

Lenity Financial, Inc. CRD 283440

$87.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  Lenity Financial, Inc.
  Geneva, IL

Previous Registrations

• 2014-03-04 → 2015-09-30
  Guggenheim Investments
  New York, NY
• 2007-06-27 → 2008-02-14
  Morgan Stanley & Co. Llc
  Chicago, IL
• 2005-07-29 → 2007-04-26
  Fifth Third Securities, Inc.
  Wheaton, IL
  St. Charles, IL
  St. Charles, IL
• 1999-03-26 → 2004-09-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naperville, IL

Exams

• S66 Uniform Combined State Law Examination
  1999-02-05

Designations

• Certified Financial Planner

Other Names

• Mark R Bova