Leah Curtis Wolf
Professional Summary
Leah Curtis Wolf, who also goes by Leah A Curtis, Leah Ann Curtis, Lean Ann Curtis, Leah Ann Harold, Leah Curtis Harold, is a registered financial advisor currently at MEEDER DISTRIBUTION SERVICES, INC. located in Dublin, Ohio. Leah is registered as a RR (Registered Representative) and started their career in finance in 2006. Leah has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Leah A Curtis, Leah Ann Curtis, Lean Ann Curtis, Leah Ann Harold, Leah Curtis Harold
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISER DEALER SERVICES, INC. | WINSTON BROKERAGE, INC. | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER DISTRIBUTION SERVICES, INC. | CHURCHILL SECURITIES, INC. | CHURCHILL BROKERAGE, INC.
Contact Information
Main Address
6125 Memorial Drive, Dublin, OH 43017-9767Mailing Address
P.o. Box 7177, Dublin, OH 43017-9767Phone Number
(614) 766-7000Established
Ohio since 12/27/1993Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/14/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Leah Curtis Wolf's CRS (Customer Relationship Summary).
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