Steven Howard Kronethal

Current Employers

Cl Wealth Management Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-22

NY RA
APPROVED

Since 2021-04-22

Branch Locations

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

Pleasantville, NY • 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
Cabot Lodge Securities	New York	NY	06/2013	Present
Cl Wealth Management Llc	New York	NY	03/2021	Present

06/2013 → Present

Cabot Lodge Securities

New York, NY
03/2021 → Present

Cl Wealth Management Llc

New York, NY

Other Businesses

1. INTEGRATED PLANNING ASSOCIATES, INC., PRESIDENT, 6-15-1991,140 HOURS PER MONTH, 4 HOURS DURING TRADING HOURS, SELL LIFE INSURANCE, DISABILITY INSURANCE, GROUP ANCILLARY PRODUCTS AND HEALTH INSURANCE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-06-07
S63	Uniform Securities Agent State Law Examination	1992-01-24

S65 Uniform Investment Adviser Law Examination

2001-06-07
S63 Uniform Securities Agent State Law Examination

1992-01-24