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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-10 |
| IL | RA | APPROVED | 2019-07-30 |
| WI | RA | APPROVED | 2011-10-03 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
414 D'ONofrio Dr Suite 220, Madison, WI 53717 • 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 |
|---|---|---|---|---|
| Cl Wealth Management Llc | Madison | WI | 10/2011 | Present |
| Cabot Lodge Securities Llc | New York | NY | 07/2013 | Present |
1. JOHN WYNGAARD DBA BRIDGEPOINT INVESTMENTS LLC/MADISON, WI 53719/INVESTMENT RELATED BUSINESS/ SINCE 1997/INDEPENDENT INSURANCE SALES/NEEDS ANALYSIS AND SALE OF INSURANCE PRODUCTS/DEVOTES 1 HOUR PER WEEK. 2. WYNHAM PROPERTIES LLC (1/2017), F/K/A LANHAM/WYNGAARD PARTNERSHIP (12/2008)/ MADISON, WI 53719/MEMBER/ OWN A SINGLE FAMILY HOME AND A 3 UNIT PROPERTY/ DEOVTES 2 HOURS PER MONTH, 30 MINUTES PER MONTH DURING TRADING HOURS/ RENTAL OF UNITS, COLLECT RENTS, PAY MORTGAGE AND REPAIRS IF NECESSARY ON THE WEEKEND. 3. W&W ENTERPRISES, REAL ESTATE PARTNERSHIP/ MADISON, WI/ PARTNER/ CO-OWNER/ SINCE 8.2012/ REAL ESTATE TRANSFERRED TO ME FROM MY MOTHER/ NO DUTIES, MANAGEMENT COMPANY DOES EVERYTHING. 4. DWIGHT DRIVE PARTNERSHIP, REAL ESTATE PARTNERSHIP/ MADISON, WI/ PARTNER/ CO-OWNER/ SINCE 8.2012/ REAL ESTATE TRANSFERRED TO ME FROM MY MOTHER/ NO DUTIES, MANAGEMENT COMPANY DOES EVERYTHING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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