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425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2019-10-17 |
Branch Locations
425 N. Martingale Rd. Suite 1220, Schaumburg, IL 60173 • United States
Springdale, AR • United States
3 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 | Atlanta | GA | 05/2012 | 09/2019 |
| Cabot Lodge Securities Llc | New York | NY | 09/2019 | Present |
| Sb Advisory, Llc | Atlanta | GA | 05/2012 | 10/2019 |
| Cl Wealth Management Llc | New York | NY | 10/2019 | Present |
| Razorhog Llc D/B/A Epley Aquatic Farms | Rogers | AR | 09/2018 | 05/2023 |
| Pop A Lock | Rogers | AR | 08/2022 | Present |
Pop A Lock, not investment related, Rogers, AR, Locksmith, Locksmith, 8/2022, 80 hours per month, 3 hours durin trading hours, making keys, unlocking cars and houses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-09 |
| S66 | Uniform Combined State Law Examination | 1999-08-21 |
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