Peter Edward Bianchetto

Current Employers

Cl Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-01-23
TX	RA	APPROVED_RES	2025-01-22
PA	RA	APPROVED	2021-10-22
FL	RA	APPROVED	2019-09-10
RI	RA	APPROVED	2019-07-26
NH	RA	APPROVED	2019-07-24
MA	RA	APPROVED	2011-10-06

NC RA
APPROVED

Since 2025-01-23
TX RA
APPROVED_RES

Since 2025-01-22
PA RA
APPROVED

Since 2021-10-22
FL RA
APPROVED

Since 2019-09-10
RI RA
APPROVED

Since 2019-07-26
NH RA
APPROVED

Since 2019-07-24
MA RA
APPROVED

Since 2011-10-06

Branch Locations

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

Franklin, MA • 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

Organization	City	State	From	To
Beacon Financial Services	Franklin	MA	11/2003	Present
Cl Wealth Management Llc	Franklin	MA	10/2011	Present
Cabot Lodge Securities	New York	NY	07/2013	Present

11/2003 → Present

Beacon Financial Services

Franklin, MA
10/2011 → Present

Cl Wealth Management Llc

Franklin, MA
07/2013 → Present

Cabot Lodge Securities

New York, NY

Previous Registrations

2010-01-04 → 2011-09-30

Workman Securities Corporation

Eden Prairie, MN

Franklin, MA
2005-01-12 → 2009-12-31

Investors Capital Corp.

Lynnfield, MA

Franklin, MA

Lynnfield, MA
2003-09-10 → 2004-12-31

Eastern Point Advisors Inc.

Other Businesses

1.DBA BEACON FINANCIAL SERVICES/FRANKLIN, MA 02038/SINCE 2003/INVESTEMENT RELATED/INSURANCE SALES/DETERMINE CUSTOMER NEEDS FOR AND SALES OF FIXED INSURANCE PRODUCTS/5 HOURS PER MONTH DEVOTED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2003-06-06
S63	Uniform Securities Agent State Law Examination	1996-10-22

S65 Uniform Investment Adviser Law Examination

2003-06-06
S63 Uniform Securities Agent State Law Examination

1996-10-22

Other Names

Peter Edward Bianchetto
Peter Edward Bianchetto
Peter Edward Bianchetto

View on SEC IAPD