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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-31 |
Branch Locations
493 S. Main Street, Canandaigua, NY 14424 • United States
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cabot Lodge Securities Llc | Schaumburg | IL | 09/2019 | Present |
| Sb Advisory, Llc | Atlanta | GA | 09/2015 | 08/2021 |
| Cl Wealth Management Llc | Schaumburg | IL | 08/2021 | Present |
1) Finger Lakes Securities, LLC (DBA), Investment Related, Canandaigua, NY, President, July, 2006, zero hours per month and zero hours during trading hours, is used as a DBA. 2) Brandon Financial LLC, Investment Related is used as a pass through to pay bills associated with the DBA Finger Lakes Securities, LLC, President, July 2006, zero hours per month, zero hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-16 |
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