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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-14 |
| MI | RA | APPROVED | 2026-03-05 |
| FL | RA | APPROVED | 2020-01-24 |
| NC | RA | APPROVED | 2020-01-23 |
| SC | RA | APPROVED | 2019-11-22 |
| GA | RA | APPROVED | 2019-10-22 |
Branch Locations
Greensboro, GA • United States
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ifs Securities, Inc | Atlanta | GA | 03/2014 | 09/2019 |
| Ifs Advisory, Llc | Atlanta | GA | 03/2014 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 09/2019 | Present |
| Cl Wealth Management Llc | Schaumburg | IL | 10/2019 | Present |
Middle Georgia Umpires Association & Ump Nation, not investment related, Baseball Umpire, 2/2013, 24 hours per month, zero hours during trading hours, officiate high school and elite showcase baseball tournaments.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-22 |
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