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Current Employers
Cl Wealth Management Llc

425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2021-11-02
NH RA APPROVED 2021-10-21
IL RA APPROVED 2021-10-18
NY RA APPROVED 2021-10-18
KS RA APPROVED 2021-10-14
MO RA APPROVED 2021-10-13
DC RA APPROVED 2020-11-17
FL RA APPROVED 2020-09-22
MT RA APPROVED 2020-09-16
MA RA APPROVED 2020-08-25
MS RA APPROVED 2020-08-20
OR RA APPROVED 2020-08-05
NV RA APPROVED 2020-07-29
CO RA APPROVED 2020-07-27
OK RA APPROVED 2020-07-27
WV RA APPROVED 2020-07-24
AK RA APPROVED 2020-07-22
SD RA APPROVED 2020-07-22
WA RA APPROVED 2020-07-22
DE RA APPROVED 2020-07-21
UT RA APPROVED 2020-07-21
WY RA APPROVED 2020-07-21
MI RA APPROVED 2020-07-20
ND RA APPROVED 2020-07-20
AR RA APPROVED 2020-07-17
NJ RA APPROVED 2020-07-17
SC RA APPROVED 2020-07-17
WI RA APPROVED 2020-07-17
AZ RA APPROVED 2020-07-16
CT RA APPROVED 2020-07-16
IA RA APPROVED 2020-07-16
MN RA APPROVED 2020-07-16
NE RA APPROVED 2020-07-16
NM RA APPROVED 2020-07-16
PA RA APPROVED 2020-07-16
RI RA APPROVED 2020-07-16
VA RA APPROVED 2020-07-16
AL RA APPROVED 2020-07-15
CA RA APPROVED 2020-07-15
ID RA APPROVED 2020-07-15
IN RA APPROVED 2020-07-15
MD RA APPROVED 2020-07-15
NC RA APPROVED 2020-07-15
OH RA APPROVED 2020-07-15
TX RA APPROVED_RES 2020-07-15
GA RA APPROVED 2019-06-19
  • HI RA
    APPROVED
    Since 2021-11-02
  • NH RA
    APPROVED
    Since 2021-10-21
  • IL RA
    APPROVED
    Since 2021-10-18
  • NY RA
    APPROVED
    Since 2021-10-18
  • KS RA
    APPROVED
    Since 2021-10-14
  • MO RA
    APPROVED
    Since 2021-10-13
  • DC RA
    APPROVED
    Since 2020-11-17
  • FL RA
    APPROVED
    Since 2020-09-22
  • MT RA
    APPROVED
    Since 2020-09-16
  • MA RA
    APPROVED
    Since 2020-08-25
  • MS RA
    APPROVED
    Since 2020-08-20
  • OR RA
    APPROVED
    Since 2020-08-05
  • NV RA
    APPROVED
    Since 2020-07-29
  • CO RA
    APPROVED
    Since 2020-07-27
  • OK RA
    APPROVED
    Since 2020-07-27
  • WV RA
    APPROVED
    Since 2020-07-24
  • AK RA
    APPROVED
    Since 2020-07-22
  • SD RA
    APPROVED
    Since 2020-07-22
  • WA RA
    APPROVED
    Since 2020-07-22
  • DE RA
    APPROVED
    Since 2020-07-21
  • UT RA
    APPROVED
    Since 2020-07-21
  • WY RA
    APPROVED
    Since 2020-07-21
  • MI RA
    APPROVED
    Since 2020-07-20
  • ND RA
    APPROVED
    Since 2020-07-20
  • AR RA
    APPROVED
    Since 2020-07-17
  • NJ RA
    APPROVED
    Since 2020-07-17
  • SC RA
    APPROVED
    Since 2020-07-17
  • WI RA
    APPROVED
    Since 2020-07-17
  • AZ RA
    APPROVED
    Since 2020-07-16
  • CT RA
    APPROVED
    Since 2020-07-16
  • IA RA
    APPROVED
    Since 2020-07-16
  • MN RA
    APPROVED
    Since 2020-07-16
  • NE RA
    APPROVED
    Since 2020-07-16
  • NM RA
    APPROVED
    Since 2020-07-16
  • PA RA
    APPROVED
    Since 2020-07-16
  • RI RA
    APPROVED
    Since 2020-07-16
  • VA RA
    APPROVED
    Since 2020-07-16
  • AL RA
    APPROVED
    Since 2020-07-15
  • CA RA
    APPROVED
    Since 2020-07-15
  • ID RA
    APPROVED
    Since 2020-07-15
  • IN RA
    APPROVED
    Since 2020-07-15
  • MD RA
    APPROVED
    Since 2020-07-15
  • NC RA
    APPROVED
    Since 2020-07-15
  • OH RA
    APPROVED
    Since 2020-07-15
  • TX RA
    APPROVED_RES
    Since 2020-07-15
  • GA RA
    APPROVED
    Since 2019-06-19

Branch Locations

425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States

Brookhaven, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sandlapper Securities, Llc Greenville SC 06/2014 05/2019
Sandlapper Wealth Management, Llc Greenville SC 01/2008 12/2020
Cabot Lodge Securities Llc Schaumburg IL 05/2019 Present
Cl Wealth Management Llc Brookhaven GA 06/2019 Present
Bjorn Jordan Llc Brookhaven GA 04/2025 Present
  • 06/2014 → 05/2019
    Sandlapper Securities, Llc
    Greenville, SC
  • 01/2008 → 12/2020
    Sandlapper Wealth Management, Llc
    Greenville, SC
  • 05/2019 → Present
    Cabot Lodge Securities Llc
    Schaumburg, IL
  • 06/2019 → Present
    Brookhaven, GA
  • 04/2025 → Present
    Bjorn Jordan Llc
    Brookhaven, GA
Previous Registrations
  • 2008-01-16 → 2020-12-31
    Colony Park Financial Services Llc.
    Cumming, GA
    Greenville, SC
    Greenville, SC
    Greenville, SC
Other Businesses

Bjorn Jordan LLC, not investment related, Brookhaven, GA, Owner, 4/2025, 5-10 hours per month, zero hours during trading hours, make art work and sell it at art festivals and potentially online.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-06
S63 Uniform Securities Agent State Law Examination 2001-10-12
  • S66 Uniform Combined State Law Examination
    2007-12-06
  • S63 Uniform Securities Agent State Law Examination
    2001-10-12

View on SEC IAPD

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