William Raymond Bessette

Current Employers

Cl Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-07-16
IN	RA	APPROVED	2024-09-16
FL	RA	APPROVED	2019-11-21
RI	RA	APPROVED	2019-07-26
MA	RA	APPROVED	2011-10-12

VA RA
APPROVED

Since 2025-07-16
IN RA
APPROVED

Since 2024-09-16
FL RA
APPROVED

Since 2019-11-21
RI RA
APPROVED

Since 2019-07-26
MA RA
APPROVED

Since 2011-10-12

Branch Locations

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

100 Independence Drive Suite 7 #407, Hyannis, MA 02601 • 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
Nantucket Basketworks Of Cape Cod	Sandwich	MA	07/2002	Present
Cl Wealth Management Llc	Schaumburg	IL	10/2011	Present
Cabot Lodge Securities	Schaumburg	IL	08/2013	Present
Strategic Associates	Logan	TN	11/2025	Present

07/2002 → Present

Nantucket Basketworks Of Cape Cod

Sandwich, MA
10/2011 → Present

Cl Wealth Management Llc

Schaumburg, IL
08/2013 → Present

Cabot Lodge Securities

Schaumburg, IL
11/2025 → Present

Strategic Associates

Logan, TN

Previous Registrations

2007-02-22 → 2011-09-30

Workman Securities Corporation

Hyannis, MA

West Yarmouth, MA

West Yarmouth, MA
2005-01-10 → 2005-12-31

Investors Capital Corp.

West Yarmouth, MA
2000-05-04 → 2004-12-31

Eastern Point Advisors Inc.

Sandwich, MA

Other Businesses

1. BESSETTE FINANCIAL SERVICES/HYANNIS, MA 02601/OWNER/SINCE 1999/INVESTMENT RELATED/INSURANCE AGENCY/DETERMINE CUSTOMERT NEEDS FOR THE SALES OF FIXED INSURANCE PRODUCTS/60 HOURS PER MONTH DEVOTED 2. NANTUCKET BASKETWORKS OF CAPE COD/SANDWICH, MA 02563/SINCE 1999/ ASSIST WIFE IN HER BUSINESS/NO COMPENSATION 3. Strategic Associates, not investment related, Logan, UT, provide legal, private-market tax strategies, Referring Associate, 11/2025, 4 hours per month, 2 hours during trading hours, refer clients and prospects to Strategic Associates.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-02-16
S63	Uniform Securities Agent State Law Examination	1991-01-21

S65 Uniform Investment Adviser Law Examination

2007-02-16
S63 Uniform Securities Agent State Law Examination

1991-01-21

Other Names

Bill Bessette
William Raymond Bessette

View on SEC IAPD