Leslie Kate Girote

Current Employers

Employment History

• 06/2016 → 03/2023
  Balasa Dinverno Foltz Llc
  Itasca, IL
• 12/2022 → Present
  Corient
  Chicago, IL
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2016-09-02 → 2023-03-31
  Balasa Dinverno Foltz Llc
  Itasca, IL

Other Businesses

Name of Business: Financial Planning Association of IL Investment-related: Yes Address: 15128 S LaGrange Road, #2763, Orland Park, IL 60462, US Nature of Business: Professional Networking Association Position: Director of Pro Bono (Board Member) Start date: 2023 Hours/Month: 4 Hours/Month During Security Trading Hours: 0 Duties: Provide opportunities for advisors to do pro bono work through events or partnerships Name of Business: 3rd Decade Investment-related: Yes Address: 4729 E Sunrise Dr. #331, Tucson, AZ, 85718 Nature of Business: Providing access to professional mentoring and financial education for young adults. Position: Mentor Start date: 2023 Hours/Month: 2 Hours/Month During Security Trading Hours: 0 Duties: Provide mentorship to help participants manage a personal financial plan (spending, saving, and investing plan).

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-02

Designations