Louis Michael Jimenez

Current Employers

Cl Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2024-09-16
DE	RA	APPROVED	2024-02-22
CT	RA	APPROVED	2023-06-20
SC	RA	APPROVED	2022-09-08
OK	RA	APPROVED	2022-08-31
GA	RA	APPROVED	2019-11-13
OH	RA	APPROVED	2019-07-26
MT	RA	APPROVED	2019-07-01
CA	RA	APPROVED	2019-06-28
CO	RA	APPROVED	2017-06-22
TX	RA	APPROVED	2017-06-22

AZ RA
APPROVED

Since 2024-09-16
DE RA
APPROVED

Since 2024-02-22
CT RA
APPROVED

Since 2023-06-20
SC RA
APPROVED

Since 2022-09-08
OK RA
APPROVED

Since 2022-08-31
GA RA
APPROVED

Since 2019-11-13
OH RA
APPROVED

Since 2019-07-26
MT RA
APPROVED

Since 2019-07-01
CA RA
APPROVED

Since 2019-06-28
CO RA
APPROVED

Since 2017-06-22
TX RA
APPROVED

Since 2017-06-22

Branch Locations

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

Colorado Springs, CO • 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
Wilbanks Securities	Oklahoma City	OK	07/2005	06/2017
Wilbanks Securities Advisory	Colorado Springs	CO	09/2005	06/2017
Cabot Lodge Securities Llc	Colorado Springs	CO	05/2017	Present
Cl Wealth Management Llc	Colorado Springs	CO	06/2017	Present
Louis M Jimenez & Albina M. Jimenez, Jtwros	Colorado Springs	CO	11/2017	Present
Louis Jimenez--Term Life Insurance	Colorado Springs	CO	01/2023	12/2023
Future Matters, Inc.	Colorado Springs	CO	08/2005	Present

07/2005 → 06/2017

Wilbanks Securities

Oklahoma City, OK
09/2005 → 06/2017

Wilbanks Securities Advisory

Colorado Springs, CO
05/2017 → Present

Cabot Lodge Securities Llc

Colorado Springs, CO
06/2017 → Present

Cl Wealth Management Llc

Colorado Springs, CO
11/2017 → Present

Louis M Jimenez & Albina M. Jimenez, Jtwros

Colorado Springs, CO
01/2023 → 12/2023

Louis Jimenez--Term Life Insurance

Colorado Springs, CO
08/2005 → Present

Future Matters, Inc.

Colorado Springs, CO

Previous Registrations

2005-09-20 → 2018-03-19

Wilbanks Securities Advisory

Colorado Springs, CO

Oklahoma City, OK
1999-01-01 → 2007-01-12

Nexus Financial Programs, Inc.
1999-01-01 → 2002-12-31

Nexus Financial Programs, Inc.

Colorado Springs, CO

Other Businesses

1)FUTURE MATTERS, INC, PRESIDENT AND 100% OWNER OF THE SUB-S CORPORATION THAT RECEIVES MY COMMISSIONS FROM MY INDIVIDUAL ACCOUNT-DBA FOR SECURITIES, ADVISORY AND INSURANCE BUSINESS. COLORADO SPRINGS, CO. INVESTMENT RELATED. 8/2005- PRESENT- TEN HOURS A MONTH WITH ALL OF THE HOURS DURING TRADING HOURS. 2) Louis M. Jimenez & Albina M. Jimenez, JTWROS, not investment related, Owner, Real Estate Rental, Colorado Springs, CO, 11-3-2017, 1 hour per month, zero hours during trading hours, manage jointly owned property rental. 3) Louis M. Jimenez, fixed annuities, Investment Related, Colorado Springs, CO, Sales, 7/1/2025, zero hours per month, zero hours during trading hours, I intercede on a client's behalf if there is a need for a fixed annuity and I process with the appropriate company through Wealth Invest. 4) 2023 Mohawk Road, not investment related, rental properties, Pueblo, CO, Owner/Landlord, 2/2020, 1/2 hour per month, zero hours during trading hours, Landlord-collect rent. 5) 1733 Sierra Place, not investment related, rental properties, Pueblo, CO, Owner/Landlord, 2/2020, 1/2 hour per month, zero hours during trading hours, Landlord-collect rent.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-02-25
S66	Uniform Combined State Law Examination	1999-04-26

S63 Uniform Securities Agent State Law Examination

2006-02-25
S66 Uniform Combined State Law Examination

1999-04-26

Designations

View on SEC IAPD