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Wilmette, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 12/2014 | 12/2017 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 12/2014 | 12/2017 |
| Kingsbury Capital Investment Advisors, Llc | Evanston | IL | 01/2018 | Present |
| Kignsbury Capital, Inc. | Evanston | IL | 01/2018 | 12/2019 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 02/2020 | Present |
1) Legacy Capital Wealth Advisors, LLC, Investment-Related, Orlando, FL, financial services, Partner/Chief Investment Officer, 01/2018, 160 hours per month, 130 hours during trading hours, investment management, client relationship prospect. 2) Kingsbury Capital Investments Advisors, DBA Legacy Capital Wealth Advisors, LLC, Investment-Related, Orlando, FL, financial services, Partner/Chief Investment Officer, 01/2018, 160 hours per month, 130 hours during trading hours, investment management, client relationship prospect. 3) Cabot Lodge Securities, LLC Broker Dealer Registered Representative Since 02/2020 Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-27 |
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