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Current Employers
Cl Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-04-04
OH RA APPROVED 2023-10-25
IL RA APPROVED 2022-07-20
MD RA APPROVED 2021-03-16
TX RA APPROVED_RES 2021-03-04
FL RA APPROVED 2021-03-01
MA RA APPROVED 2020-03-27
NV RA APPROVED 2020-03-18
AZ RA APPROVED 2020-03-10
SC RA APPROVED 2020-02-26
NC RA APPROVED 2019-07-01
VA RA APPROVED 2012-05-09
  • GA RA
    APPROVED
    Since 2024-04-04
  • OH RA
    APPROVED
    Since 2023-10-25
  • IL RA
    APPROVED
    Since 2022-07-20
  • MD RA
    APPROVED
    Since 2021-03-16
  • TX RA
    APPROVED_RES
    Since 2021-03-04
  • FL RA
    APPROVED
    Since 2021-03-01
  • MA RA
    APPROVED
    Since 2020-03-27
  • NV RA
    APPROVED
    Since 2020-03-18
  • AZ RA
    APPROVED
    Since 2020-03-10
  • SC RA
    APPROVED
    Since 2020-02-26
  • NC RA
    APPROVED
    Since 2019-07-01
  • VA RA
    APPROVED
    Since 2012-05-09

Branch Locations

Lanexa, VA • United States

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cabot Lodge Securities Schaumburg IL 06/2013 Present
Cl Wealth Management Llc Schaumburg IL 06/2013 Present
Other Businesses

1. DOIRON WEALTH MANAGEMENT LLC/ SINCE 4/7/2007/ DBA FOR SECURITIES BUSINESS/ Lanexa/ 100% OWNER/ FULL TIME. Doiron Wealth Management LLC, investment related, Lanexa, VA, Financial Advisor/Financial Advising, Financial Advisor, 100% -12 months a year, 100% during trading hours, Securities - Financial Advising.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-22
S63 Uniform Securities Agent State Law Examination 2007-05-10
  • S65 Uniform Investment Adviser Law Examination
    2011-11-22
  • S63 Uniform Securities Agent State Law Examination
    2007-05-10

View on SEC IAPD

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