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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-06-12 |
| DC | RA | APPROVED | 2020-04-06 |
| MD | RA | APPROVED | 2019-07-17 |
| SC | RA | APPROVED | 2019-07-10 |
| TX | RA | APPROVED_RES | 2016-12-05 |
| GA | RA | APPROVED | 2012-02-01 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
1100 Peachtree Street Suite 950, Atlanta, GA 30309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cl Wealth Management Llc | College Park | GA | 01/2012 | Present |
| Cabot Lodge Securities | New York | NY | 06/2013 | Present |
PIVOTAL WEALTH MANAGEMENT LLC/ UNION CITY, CA 30291/ 100% OWNER/ SINCE 4.2012/ INVESTMENT REP OFFERING WEALTH MANAGEMENT, INSURANCE, RETIREMENT & FINANCIAL PLANNING SERVICES/ DETERMINE CUSTOMER NEEDS FOR INSURANCE PRODUCTS AND SAVINGS AND INVESTING ACCOUNTS OFFERED THROUGH CLS and CLWM. DEVOTES 60-70 HOURS PER WEEK 2) ALLIED RISK GROUP - SALES OF HEALTH INSURANCE AND FIXED BUSINESS ZERO HOURS PER MONTH AND ZERO HOURS PER MONTH DURING TRADING HOURS., 2/2013 NOT INVESTMENT RELATED, 770 OLD ROSWELL PLACE, ROSWELL GA 30076, AGENT. 3) Morris Brown College Foundation, not investment related, non profit foundation, Atlanta, GA, Vice Chair, 2/2020, 8 to 10 hours per month, 2 hours during trading hours, serves on the executive committee board, part of finance, development and directors committees, also engages with college leadership and alumni.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-25 |
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