Risa L Lamontagne

22 West Washington Street, Chicago, IL 60602 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-01-10
IL	RA	APPROVED	2025-01-07

Branch Locations

22 West Washington Street, Chicago, IL 60602 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Barrington Hills	IL	08/2009	08/2019
Transamerica Investors Securities Corporation	Barrington Hills	IL	08/2019	05/2021
Transamerica Life Insurance Company	Barrington Hills	IL	08/2019	05/2021
Morningstar Investment Management Llc	Chicago	IL	08/2022	Present
Sanctuary Securities, Inc.	Indianapolis	IN	01/2022	03/2022
Unemployed	Barrington Hills	IL	06/2021	02/2022
Unemployed	Barrington Hills	IL	04/2022	08/2022

08/2009 → 08/2019

Lincoln Financial Advisors Corporation

Barrington Hills, IL
08/2019 → 05/2021

Transamerica Investors Securities Corporation

Barrington Hills, IL
08/2019 → 05/2021

Transamerica Life Insurance Company

Barrington Hills, IL
08/2022 → Present

Morningstar Investment Management Llc

Chicago, IL
01/2022 → 03/2022

Sanctuary Securities, Inc.

Indianapolis, IN
06/2021 → 02/2022

Unemployed

Barrington Hills, IL
04/2022 → 08/2022

Unemployed

Barrington Hills, IL

2023-01-24 → 2025-01-07

Morningstar Investment Services Llc

St. Augustine, FL

Chicago, IL
2022-02-09 → 2022-03-11

Sanctuary Advisors, Llc

Miami, FL

Chicago, IL
2019-10-11 → 2021-05-25

Transamerica Retirement Advisors, Llc

Barrington Hills, IL
2006-12-19 → 2009-08-03

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Deer Park, IL
2003-06-13 → 2006-12-11

Osaic Fa, Inc.

Fort Wayne, IN

Cary, IL
2002-07-31 → 2002-11-26

Banc One Securities Corporation

Lake Zurich, IL
2000-10-13 → 2002-07-26

Citigroup Global Markets Inc.

Barrington, IL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-11
S63	Uniform Securities Agent State Law Examination	2000-09-14