Lisa A. Conrath-bova

LENITY FINANCIAL

Geneva, IL 60134

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CRD#: 2294786

Professional summary

Lisa Annette Conrath-bova, who also goes by Lisa A Adinamis, Lisa Annette Adinamis, Lisa Annette Conrath, is a registered financial advisor currently at LENITY FINANCIAL, INC. located in Geneva, Illinois.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lisa has worked at 2 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa A Adinamis | Lisa Annette Adinamis | Lisa Annette Conrath

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) BeautyCounter, non-investment related, 221 Jefferson Street, Geneva, IL 60134, safer skin-care and cosmetics, independent consultant, senior consultant, start date (02/2015), spend about one hour per month on this business, no time is spent during securities trading hours, sharing information and selling skin care and cosmetics. 2.) Simply Better Choices, LLC., non-investment related, 0S971 Shannon Square, Geneva, IL 60134, A health and wellbeing blog, blogger, partner, no relation to Lenity Financial, Inc. other then the common ownership, start date (02/2016), spend about 30 minutes per week, 2 hours per month on this activity, no time is spent during securities trading hours, writer on topics of health and wellbeing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Annette Conrath-bova's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2016 - Present

LENITY FINANCIAL, INC.

Office #1: 25 North River Lane Suite 1157, Geneva, IL 60134Office #2: 724 West State Street Suite A, Geneva, IL 60134

RIA

CRD#: 283440

Geneva, IL

Past

March 1, 2000 - June 1, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LISLE, IL

Past

April 21, 1998 - June 1, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LISLE, IL

Past

March 10, 1993 - August 20, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(7/25/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/25/2016

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/23/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/8/1993

General Securities Representative Examination

Current Firm

LENITY FINANCIAL, INC.

LENITY FINANCIAL, INC. | SIMPLY BETTER CHOICES, LLC

CRD#: 283440 / SEC#:

Illinois

Registered Investment Advisory firm - (7/25/2016 Approved)

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Contact information

Main Address

724 West State Street Suite A, Geneva, IL 60134

Mailing Address

Phone number

(630) 948-3330

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	50
AUM (Assets Under Management)	$ 80,508,693

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Lisa A. Conrath-bova

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Annette Conrath-bova's CRS (Customer Relationship Summary).

Certified licenses

Experience

LENITY FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2016

Series 65

Date: 2/23/2000

Series 63

Date: 6/22/1994

Series 7

Date: 3/8/1993

Current Firm

LENITY FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LENITY FINANCIAL, INC.

TRUST BUT VERIFY

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