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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 1998-12-18 |
Branch Locations
10319 Dawson'S Creek Blvd. Suite H, Fort Wayne, IN 46825 • United States
Huntertown, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Fort Wayne | IN | 08/1998 | Present |
| Leman Financial Advisors, Inc | Fort Wayne | IN | 05/2001 | Present |
| Momentum Wealth | Fort Wayne | IN | 12/2020 | Present |
1. Owner, Leman Financial Advisors, Inc., a private entity established as an operating company for securities, advisory, and insurance business; As of 05/09/01; Approximately 90% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 1992; 2% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Leman Development LLC, a private entity established to own a commercial office building, manage, and lease space to tenants; As of 12/21/00; 4% time spent during regular business hours; Conducted at branch; Investment related. 4. Travel Services Solicitor, Roho Ya Chui, B.V., Located at 15th St, Parkhurst, Parkhurst Johannesburg, 2076, South Africa; As of 11/08/17; 1% time spent during regular business hours; Not Conducted at branch; Not investment related. 5. Owner, Pinnacle Alliance, LLC, a private entity established as a holding company; Located in Las Vegas, NV; As of 03/01/18; Less than 1% time spent during regular business hours; Not conducted at branch; Investment related. 6. Owner, Cave Creek AZ, LLC, a private entity established for the purpose of owning and managing residential property in Cave Creek, AZ; As of 03/01/18; 2% time spent during regular business hours; Not conducted at branch; Investment related. 7. Owner, Three Nine Eighteen, LLC, a private entity established for the purpose of owning and managing residential property located in Fort Wayne, IN; As of 10/24/18; 2% time spent during regular business hours; Not conducted at branch; Investment related. 8. Owner, Southwest Allen Realty, LLC, an entity created for the purpose of managing & leasing residential property in Fort Wayne, IN, as of 7/14/2022;2% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-09-04 |
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