Meredith Denise Sims

Current Employers

Cl Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2025-06-02
MO	RA	APPROVED	2023-02-17
FL	RA	APPROVED	2021-09-16
WV	RA	APPROVED	2021-07-02
IL	RA	APPROVED	2021-06-30
MI	RA	APPROVED	2021-06-28
NC	RA	APPROVED	2021-06-28
GA	RA	APPROVED	2021-06-25
MD	RA	APPROVED	2021-06-24
TX	RA	APPROVED	2021-06-24

MS RA
APPROVED

Since 2025-06-02
MO RA
APPROVED

Since 2023-02-17
FL RA
APPROVED

Since 2021-09-16
WV RA
APPROVED

Since 2021-07-02
IL RA
APPROVED

Since 2021-06-30
MI RA
APPROVED

Since 2021-06-28
NC RA
APPROVED

Since 2021-06-28
GA RA
APPROVED

Since 2021-06-25
MD RA
APPROVED

Since 2021-06-24
TX RA
APPROVED

Since 2021-06-24

Branch Locations

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

289 Little Street Suite C, Atlanta, GA 30315 • 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
Fixed Life, Annuity And Health Insurance	Atlanta	GA	05/2007	Present
Onsystex	Atlanta	GA	04/2011	09/2019
Ifs Securities, Inc.	Atlanta	GA	01/2015	08/2019
Cabot Lodge Securities	Schaumburg	IL	09/2019	Present
Sb Advisory, Llc	Atlanta	GA	11/2014	08/2021
Cl Wealth Management Llc	Schaumburg	IL	06/2021	Present
Cilibydesign	Atlanta	GA	08/2019	06/2021
Heart Strong Wealth Planning	Atlanta	GA	09/2017	Present
Meredith Sims Creative Llc	Atlanta	GA	01/2017	Present
Onsystex	Atlanta	GA	12/2019	Present

05/2007 → Present

Fixed Life, Annuity And Health Insurance

Atlanta, GA
04/2011 → 09/2019

Onsystex

Atlanta, GA
01/2015 → 08/2019

Ifs Securities, Inc.

Atlanta, GA
09/2019 → Present

Cabot Lodge Securities

Schaumburg, IL
11/2014 → 08/2021

Sb Advisory, Llc

Atlanta, GA
06/2021 → Present

Cl Wealth Management Llc

Schaumburg, IL
08/2019 → 06/2021

Cilibydesign

Atlanta, GA
09/2017 → Present

Heart Strong Wealth Planning

Atlanta, GA
01/2017 → Present

Meredith Sims Creative Llc

Atlanta, GA
12/2019 → Present

Onsystex

Atlanta, GA

Previous Registrations

2021-01-13 → 2021-08-11

Sb Advisory, Llc

Atlanta, GA
2015-01-13 → 2020-12-31

Sb Advisory, Llc

Atlanta, GA
2012-09-05 → 2014-12-31

Transamerica Financial Advisors, Llc

St. Petersburg, FL

Atlanta, GA

Atlanta, GA
2010-02-01 → 2012-08-21

Kovack Advisors, Inc.

Ft. Lauderdale, FL
2007-08-15 → 2010-01-25

Investment Advisors International, Inc.

Duluth, GA

Other Businesses

1. Heart Strong Wealth Planning, DBA Financial Services, investment related, Atlanta, GA, Financial Advisor, 9/2017, 140 hours per month, 110 hours during trading hours, financial services, all processed through B/D and RIA. 2. Meredith Sims Creative LLC, non-investment related, Atlanta, GA, Owner/Manager, 1/2017, 2 hours per month, zero hours during trading hours, no duties other than those required for the LLC; submit contracts if engaging in outside professional services. 3. Various Insurance Carriers, investment related, Atlanta, GA, life, annuity insurance sales and servicing, Agent, 5/2017, 8 hours per month, zero hours during trading hours, servicing insurance and annuity clients. 4. Onsystex, not investment related, IT software and service, Atlanta, GA, 12/2019, Outside Consultant, 30 hours per month, 5 hours during trading hours, consulting.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-05-15
S63	Uniform Securities Agent State Law Examination	2004-06-11

S65 Uniform Investment Adviser Law Examination

2007-05-15
S63 Uniform Securities Agent State Law Examination

2004-06-11

Designations

Other Names

Meredith D Sims
Meredith Denise Sims
Meredith Denise Sims
Meredith Sims

View on SEC IAPD