Mark Edward Urban

Employer firm

Cl Wealth Management LLC CRD 134922

$734M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → Present
  Cabot Lodge Securities
  Schaumburg, IL
• 10/2011 → Present
  Cl Wealth Management Llc
  Schaumburg, IL

Previous Registrations

• 2007-07-10 → 2011-09-30
  Workman Securities Corporation
  Naples, FL
  Marco Island, FL

Other Businesses

1. URBAN WEALTH ADVISORS, LLC. THIS IS MY DBA THROUGH WHICH I DO ALL INVESTMENT/INSURANCE RELATED BUSINESS. THIS DBA IS FOR ACCOUNTING PURPOSES ONLY. NAPLES, FL. OWNER 09/01/2011. I SPEND 35 HOURS DURING TRADING HOURS ON THIS BUSINESS. SALES/MONEY MANAGEMENT. 2. URBAN OIL CONSULTANTS LLC/ NAPLES, FL/ SINCE FEB 2013/ 50-OWNER WITH WIFE and 50% OWNER NON AFFILIATED PARTNER/INVESTS IN OIL WELLS AND MINERAL RIGHTS/ DEVOTES 1 HOUR PER WEEK. 3.BLACK LXXIX LIC, NAPLES, FL, NONÃ?,Ã,­-INVESTMENT RELATED, JOINT WITH WIFE, OWNERSHIP OF MINERAL RIGHTS IN GAVLESTON,TEXAS, OWNER, 5/2016, 2 HOURS PER MONTH,NO DUTIES. 4. URBAN INVESTMENTS LLC, NAPLES, FL, NON -INVESTMENT RELATED, INVESTMENTS Ã?,Ã,­NO OPERATING, OWNER, 9/2016, THIS IS AN INVESTMENT ACCOUNT FOR MY FAMILY PARTNERSHIP. IT IS NOT AN OPERATING COMPANY AND AS OF YET HAS NO CURRENT ASSETS. 5. URBAN OIL CONSULTANTS II LLC, NAPLES, FL, NON-INVESTMENT RELATED, OWNED WITH WIFE, 10Ã?,Ã,­1Ã?,Ã,­2016, TO DATE NO COMPENSATION OR CONTRACTS INTENDS TO ACQUIRE MINERAL RIGHTS.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-06
• S63 Uniform Securities Agent State Law Examination
  1999-09-09

Other Names

• Mark E Urban