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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-25 |
| KY | RA | APPROVED | 2022-06-16 |
| FL | RA | APPROVED | 2019-10-08 |
| SC | RA | APPROVED | 2019-07-29 |
| WV | RA | APPROVED | 2019-07-01 |
| VA | RA | APPROVED | 2012-03-09 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
112 West Main Street, Salem, VA 24153 • 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 |
|---|---|---|---|---|
| Self Employed | Salem | VA | 10/2004 | Present |
| Cabot Lodge Securities | Schaumburg | IL | 06/2013 | Present |
| Cl Wealth Management Llc | Schaumburg | IL | 02/2013 | Present |
1. EDDIE WADE/ ROANOKE, VA 24018/ SOLE PROPRIETOR/ SINCE 2004/ TAX PREPARATION/ PREPARING TAX RETURNS/DEVOTES 2 HOURS PER WEEK. 2. EDDIE WADE/ ROANOKE, VA, 24018/ SOLE PROPRIETOR/ HEALTH INSURANCE/ SINCE 2004/ 1 HOUR PER MONTH. REFER INDIVIDUALS AND CLIENTS WITH HEALTH INSURANCE NEEDS TO A HEALTH INSURANCE SPECIALIST, I RECEIVE REFERRAL COMPENSATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-16 |
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