Elizabeth Ann Correll

Current Employers

Employment History

• 06/1998 → 08/2018
  David A. Noyes & Company
  Indianapolis, IN
• 08/2018 → 11/2024
  Raymond James Financial Service,Inc
  Indianapolis, IN
• 08/2018 → 11/2024
  Raymond James Financial Services, Advisors
  Indianapolis, IN
• 03/2019 → 11/2024
  Correll Wealth Management, Llc
  Indianpolis, IN
• 10/2020 → 11/2024
  Legacy Wealth Partners Llc
  Indianapolis, IN
• 11/2024 → Present
  Ameriprise Financial Services, Llc
  Indianapolis, IN

Previous Registrations

• 2018-10-08 → 2024-11-25
  Raymond James Financial Services Advisors, Inc
  Indianapolis, IN
  Indianapolis, IN
• 2015-08-11 → 2018-09-27
  Sanctuary Advisors, Llc
  Chicago, IL
• 2008-07-24 → 2015-08-11
  Sanctuary Securities, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

Business Ownership; Correll Wealth Management, LLC; Owner; Business ownership in Correll Wealth Management LLC. Business entity required at prior Firm, independent channel.; 10401 N. Meridian St, Ste 122, , Carmel, IN, 46290; Not Investment-Related; 10/01/2018; 0 hours per month; 0 during trading hours / Legacy Wealth Partners, LLC; Co-owner; Business entity at Raymond James independent contractor division, Legacy Wealth Partners, LLC; 10401 N. Meridian St, Ste 122, , Carmel, IN, 46290; Not Investment-Related; 10/01/2020; 0 hours per month; 0 during trading hours / Divorce Partners, LLC; Owner; Consulting; 250 E. 96th Street, Suite 580, , Indianapolis, IN, 46240; Not Investment-Related; 01/01/2023; 0 hours per month; 0 during trading hours. Board of Directors; Kids' Voice of Indiana; Member of Finance Committee; 615 N Alabama St, Ste 200, , Indianapolis, IN, 46204; Investment-Related; 01/01/2020; 1 to 9 hours per month; 0 during trading hours / Archdiocese of Indianapolis; At large Investment Committee member; 1400 N Meridian St, , Indianapolis, IN, 46202; Investment-Related; 09/01/1998; 0 hours per month; 0 during trading hours / Central Indiana Association of Collaborative Professionals; Treasurer; 11555 N Meridian St, Ste 530, , Carmel, IN, 46032; Not Investment-Related; 01/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Collaborative Solutions LLC; There are no titles; 101 W Ohio Street, Ste 1600, , Indianapolis, IN, 46204; Investment-Related; 04/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-06-19
• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1998-11-25

Designations

Other Names

• Elizabeth Ann Lillie
• Beth Ann Lillie
• Elizabeth Ann Ward
• Elizabeth Ann Ward-Correll
• Beth Correll
• Beth A Correll