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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2023-06-28 |
| CA | RA | APPROVED | 2016-02-24 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
4225 Express Square Suite 600, La Jolla, CA 92037 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cl Wealth Management Llc | Schaumburg | IL | 02/2016 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 02/2016 | Present |
d/b/a Saber Wealth Management, Investment Related, La Jolla, CA, financial advising, securities/insurance, Wealth Manager, 1/2020, 20 hours per month, 6 1/2 hours during trading hours, investment recommendations/insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
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