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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-30 |
| IL | RA | APPROVED | 2015-08-19 |
Branch Locations
Crystal Lake, IL • United States
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-09-30 |
Branch Locations
Suite 150 500 Waters Edge, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Wyncote | PA | 08/2015 | Present |
| Independent Financial Services | Schaumburg | IL | 08/2015 | Present |
Rovner Wealth Management, LLC Position: Managing Member Nature: Tax/Accounting Purposes, Marketing Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 12/9/2025 Address: 71 W Hubbard St, Unit 1808 Chicago, Illinois 60654 Description: Journaling Lincoln compensation for tax purposes. Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-10 |
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