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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
| NV | RA | APPROVED | 2026-01-12 |
| FL | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED | 2013-08-29 |
| CO | RA | APPROVED | 2011-08-08 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Colorado Springs, CO • 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 |
|---|---|---|---|---|
| Cabot Lodge Securities | Schaumburg | IL | 06/2013 | Present |
| Cl Wealth Management Llc | Schaumburg | IL | 07/2011 | Present |
1) DENNIS D MESWARD, CFP, COLORADO SPRINGS, CO, AGENT SINCE 5/1996, OFFERING INSURANCE PRODUCTS TO MY CLIENTS,(FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, EQUITY-INDEX ANNUITIES, TERM AND PERMANENT LIFE INSURANCE, 20 HOURS PER MONTH DURING TRADING HOURS. 2) DENNIS MESWARD, NON-INVESTMENT RELATED, COLORADO SPRINGS, CO, HIGH SCHOOL SOCCER COACHING VOLUNTEER, ASSISTANT COACH, 2/2021, 40 HOURS PER MONTH, ZERO HOURS DURING TRADING HOURS, ASSISTANT COACCH FOR BOTH BOYS AND GIRLS HIGH SCHOOL SOCCER TEAMS AT THE CLASSICAL ACADEMY. 3) DENNIES MESWARD, NON-INVESTMENT RELATED, COLORADO SPRINGS, CO, ONLINE SALES, SELLER,10/2001, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING HOURS, SELL ITEMS ON SITES LIKE EBAY THAT I OWN WHICH ARE COMPLETELY UNRELATED TO THE SECURITIES BUSINESS. ITEMS INCLUDE SUCH THINGS AS BICYCLE PARTS, AUTP PARTS, HOUSEHOLD ITEMS, ETC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-12 |
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