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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-08-21 |
| SC | RA | APPROVED | 2024-07-03 |
| NV | RA | APPROVED | 2021-10-08 |
| GA | RA | APPROVED | 2021-06-04 |
| TN | RA | APPROVED | 2021-06-03 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Kingsport, TN • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2012 | 03/2019 |
| Ifs Securities | Atlanta | GA | 06/2019 | 09/2019 |
| Cabot Lodge Securities Llc | Schaumburg | IL | 09/2019 | Present |
| Sb Advisory, Llc | Atlanta | GA | 03/2020 | 06/2021 |
| Cl Wealth Management Llc | Schaumburg | IL | 06/2021 | Present |
| Ebay | Kingsport | TN | 01/2016 | Present |
| Thomas A. Davis -- Fixed Insurance | Kingston | TN | 09/2019 | Present |
1) Thomas Davis--eBay account, ?Kingsport, TN, Mr. Davis has an eBay account through which he sell articles, almost entirely of clothing, from his own home, no position, 1/2016, 2 hours per month, zero hours during trading hours, Mr. Davis list items and then ships them if they sell. 2) Thomas A. Davis, not investment related, fixed insurance (life and annuity), Kingsport, TN, Agent, 9/2019, one (1) hour per month, one (1) hour during trading hours, assess client needs for various protection or income products, make recommendations suitable to their goals, risk tolerance, time horizon and preferences, and process paperwork and other requirements to place the policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-04 |
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