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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-01 |
| WY | RA | APPROVED | 2023-10-30 |
| MN | RA | APPROVED | 2021-09-21 |
| CO | RA | APPROVED | 2020-06-04 |
| WI | RA | APPROVED | 2019-12-12 |
| AZ | RA | APPROVED | 2019-12-11 |
| CA | RA | APPROVED | 2019-12-11 |
| IL | RA | APPROVED | 2019-08-29 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Chicago, IL • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Feltl & Company | Minneapolis | MN | 10/2011 | 11/2017 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 11/2017 | 08/2019 |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 11/2017 | 04/2018 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 08/2019 | Present |
| Cl Wealth Management Llc | Schaumburg | IL | 08/2019 | Present |
| Meskan Capital | Chicago | IL | 01/2022 | Present |
Meskan Capital, Investment Related, Chicago, IL, to evaluate the merits of 1031 exchanges, President, 01/2022, President, 10+ hours per month, 1/2 hour during trading hours, educating people on 1031 exchanges.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-24 |
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