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LW

Leah C. Wolf

MEEDER DISTRIBUTION SERVICES
Dublin, OH 43017-9767
Some features on this profile are disabled
CRD#: 4966278
LW

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 professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Leah A Curtis | Leah Ann Curtis | Lean Ann Curtis | Leah Ann Harold | Leah Curtis Harold

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Leah Curtis Wolf'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

January 14, 2019 - Present

MEEDER DISTRIBUTION SERVICES, INC.

Office #1: 6125 Memorial Drive, Dublin, OH 43017-9767
BD
CRD#: 36773
Dublin, OH
Past

July 28, 2017 - December 19, 2018

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
LA JOLLA, CA
Past

April 9, 2014 - July 12, 2017

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
SAN FRANCISCO, CA
Past

December 17, 2012 - February 28, 2014

CALAMOS ADVISORS LLC

RIA
CRD#: 105758
NAPERVILLE, IL
Past

April 23, 2010 - December 12, 2012

CALAMOS WEALTH MANAGEMENT LLC

RIA
CRD#: 143490
NAPERVILLE, IL
Past

April 23, 2010 - February 28, 2014

CALAMOS FINANCIAL SERVICES LLC

BD
CRD#: 19850
NAPERVILLE, IL
Past

May 14, 2009 - April 19, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
NAPERVILLE, IL
Past

May 14, 2009 - April 19, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
NAPERVILLE, IL
Past

March 14, 2006 - February 24, 2009

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
NAPERVILLE, IL
Past

February 7, 2006 - February 24, 2009

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
NAPERVILLE, IL

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(1/14/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/13/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/6/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MD
MEEDER DISTRIBUTION SERVICES, INC.
ADVISER DEALER SERVICES, INC. | WINSTON BROKERAGE, INC. | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER DISTRIBUTION SERVICES, INC. | CHURCHILL SECURITIES, INC. | CHURCHILL BROKERAGE, INC.

CRD#: 36773 / SEC#: , 8-47374

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
6125 Memorial Drive, Dublin, OH 43017-9767
Mailing Address
P.o. Box 7177, Dublin, OH 43017-9767
Phone number
(614) 766-7000
Established
Ohio since 12/27/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MEEDER INVESTMENT MANAGEMENT, INC.DIRECT OWNER
BRAND, TIMOTHY PETERSENIOR VICE PRESIDENT2369282
COOPER, DOUGLAS RICHARDPRESIDENT, SECRETARY AND TREASURER2697549
JENNINGS, DOUGLAS RICHARDCHIEF COMPLIANCE OFFICER6700237

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773Dublin, OH 43017-9767

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