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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-02 |
Branch Locations
730 E. Second Avenue Suite 103, Blue Ridge, GA 30513 • United States
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • 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 |
|---|---|---|---|---|
| Proequities, Inc | Blue Ridge | GA | 09/2007 | 01/2018 |
| Ifs Securitites, Inc. | Atlanta | GA | 01/2018 | 08/2019 |
| Cabot Lodge Securities | New York | NY | 09/2019 | Present |
| Sb Advisory, Llc | Atlanta | GA | 01/2018 | 01/2023 |
| Cl Wealth Management Llc | New York | NY | 01/2023 | Present |
1. DBA Appalachian Asset Management, Inc., investment related, sell securities through my BD and sell insurance and annuity products through various companies that I am licensed with, Blue Ridge, GA, President, 9/2007, 40 hours per week, hours vary during trading hours, sell life insurance and annuities to clients when it is appropriate. 2. DBA Blue Ladder Development, LLC, non-investment related, passive investor in real estate with a 50% partner who performs the primary duties in the business, Blue Ridge, GA, President, 9/2007, less than 5 hours per month, little if any during trading hours, passive investor in the business as a 50% owner. 3. FCHS Dugout Club, non-investment related, nonprofit booster club that supports high school baseball team, Blue Ridge, GA, Treasurer, summer 2015, 4 hours per month none during trading hours, work with Board Members and head baseball coached to approve high school budget, make deposits and write checks for team expenses and budget items that we support. 4. IV Partners, LLC, investment related, hold personal real estate in this company for liability reasons, Blue Ridge, GA, Owner, 6/2007, zero hours per month or during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-26 |
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