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Eric Martin Ruth

Cl Wealth Management LLC

Livonia, MI

Schaumburg, IL

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Current Employers
Cl Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-13
CO RA APPROVED 2023-01-17
MI RA APPROVED 2023-01-13
TX RA APPROVED_RES 2023-01-12
  • FL RA
    APPROVED
    Since 2023-02-13
  • CO RA
    APPROVED
    Since 2023-01-17
  • MI RA
    APPROVED
    Since 2023-01-13
  • TX RA
    APPROVED_RES
    Since 2023-01-12

Branch Locations

Livonia, MI • United States

425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • 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
OrganizationCityStateFromTo
Ifs Securities Atlanta GA 01/2015 08/2019
Cabot Lodge Securities, Llc Schaumburg IL 08/2019 Present
Sb Advisory, Llc. Atlanta GA 01/2015 01/2023
Cl Wealth Management Llc Schaumburg IL 01/2023 Present
  • 01/2015 → 08/2019
    Ifs Securities
    Atlanta, GA
  • 08/2019 → Present
    Cabot Lodge Securities, Llc
    Schaumburg, IL
  • 01/2015 → 01/2023
    Sb Advisory, Llc.
    Atlanta, GA
  • 01/2023 → Present
    Cl Wealth Management Llc
    Schaumburg, IL
Previous Registrations
  • 2021-01-13 → 2023-01-11
    Sb Advisory, Llc
    Atlanta, GA
    Chesterfield, MI
  • 2015-01-30 → 2020-12-31
    Sb Advisory, Llc
    Atlanta, GA
  • 2013-11-18 → 2015-02-02
    First American Securities, Inc.
    Livonia, MI
    Orrville, OH
  • 2011-03-31 → 2013-11-20
    Morgan Stanley
    Grand Blanc, MI
  • 2007-10-23 → 2011-04-08
    Ubs Financial Services Inc.
    Plymouth, MI
    Weehawken, NJ
    Farmington Hill, MI
    Farmington Hills, MI
    Plymouth, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-03
S63 Uniform Securities Agent State Law Examination 1995-03-31
  • S65 Uniform Investment Adviser Law Examination
    2008-01-03
  • S63 Uniform Securities Agent State Law Examination
    1995-03-31

View on SEC IAPD

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