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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2011-10-04 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Canton, GA • 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 |
|---|---|---|---|---|
| Sra Advisors | Canton | GA | 11/2007 | Present |
| Cl Wealth Management Llc | Canton | GA | 10/2011 | Present |
| Cabot Lodge Securities | New York | NY | 06/2013 | Present |
| Mitch Ray Title Services, Subcontractor For Longleaf Title Llc | Canton | GA | 10/2024 | Present |
1. SRA ADVISORS/CANTON, GA 30114/OWNER/SINCE 2001/INDEPENDENT INSURANCE AGENCY/DETERMINE CUSTOMER NEEDS FOR AND SALES OF FIXED INSURANCE PRODUCTS/80 HOURS PER MONTH DEVOTED/2 HOURS A DAY DURING TRADING HOURS 2. Mitch Ray Title Services, subcontractor for Longleaf Title LLC, not investment related, Canton, GA, conducting research and analysis of property titles and public records to determine legal ownership, encumbrances and restrictions, Title Abstractor/Researcher, 10/2024, 20 hours per month, possibly 1 hour during trading hours, researching public records deeds, easements, plats/maps to verify ownership, encumbrances, and property chain of titles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-31 |
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