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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-06 |
| NM | RA | APPROVED | 2025-10-23 |
| WA | RA | APPROVED | 2023-02-24 |
| IL | RA | APPROVED | 2023-01-24 |
| KY | RA | APPROVED | 2023-01-20 |
| OK | RA | APPROVED | 2023-01-18 |
| SD | RA | APPROVED | 2023-01-17 |
| ND | RA | APPROVED | 2023-01-12 |
| RI | RA | APPROVED | 2023-01-11 |
| IN | RA | APPROVED | 2023-01-10 |
| NY | RA | APPROVED | 2023-01-10 |
| WI | RA | APPROVED | 2023-01-10 |
| GA | RA | APPROVED | 2023-01-09 |
| MI | RA | APPROVED | 2023-01-09 |
| MN | RA | APPROVED | 2023-01-09 |
| AL | RA | APPROVED | 2023-01-05 |
| OH | RA | APPROVED | 2023-01-05 |
| TX | RA | APPROVED_RES | 2023-01-05 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
860 Blue Gentian Road Suite 200, Eagan, MN 55121 • 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 |
|---|---|---|---|---|
| Raymond James & Associates Inc | Edina | MN | 08/2015 | 04/2017 |
| Ifs Securities, Inc. | Atlanta | GA | 04/2017 | 10/2017 |
| Sb Advisory, Llc. | Atlanta | GA | 04/2017 | 01/2023 |
| Ifs Securities, Inc. | Atlanta | GA | 07/2018 | 08/2019 |
| Cabot Lodge Securities | Schaumburg | IL | 09/2019 | Present |
| Cl Wealth Management Llc | Schaumburg | IL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-15 |
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