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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

STEPHEN PAVEY MESKAN

Advisor at CL WEALTH MANAGEMENT LLC

SCHAUMBURG, IL | Chicago, IL

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Search this name across graphsid dfx:ria:863ebc16-6c23-371d-880f-46716705e4e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CL WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 24, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 8
Exams: S63|S66
First exam: Aug 24, 1990
First registration: Mar 26, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2001506

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CL WEALTH MANAGEMENT LLC	Independent wealth	Aug 29, 2019	n/a	yes	SCHAUMBURG, IL\|Chicago, IL	Current employment
FOURSTAR WEALTH ADVISORS, LLC	Independent wealth	Dec 13, 2017	Aug 16, 2018	no	CHICAGO, IL	Previous registration
FELTL ADVISORS	Independent wealth	Jul 18, 2013	Nov 13, 2017	no	PLYMOUTH, MN\|CHICAGO, IL	Previous registration
FELTL AND COMPANY	Former SEC adviser	Aug 13, 2012	Dec 20, 2013	no	CHICAGO, IL\|PLYMOUTH, MN\|CHICAGO, IL	Previous registration
FINTEGRA, LLC	Former SEC adviser	Jul 29, 2009	Oct 31, 2011	no	CHICAGO, IL\|CHICAGO, IL\|MINNEAPOLIS, MN\|CHICAGO, IL	Previous registration
B RILEY WEALTH MANAGEMENT	Former SEC adviser	Sep 22, 2005	Jul 30, 2009	no	CHICAGO, IL\|Chicago, IL	Previous registration
ADVANCED EQUITIES, INC.	Former SEC adviser	Jul 23, 2004	Sep 23, 2005	no	CHICAGO, IL	Previous registration
OPPENHEIMER ASSET MANAGEMENT	Bd affiliated wealth	Apr 15, 2003	Jul 8, 2003	no	NEW YORK, NY	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 3, 2003	Apr 15, 2003	no	CHICAGO, IL	Previous registration
CIBC WORLD MARKETS CORP.	n/a	Mar 26, 2001	Jan 3, 2003	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FOURSTAR WEALTH ADVISORS, LLC	CL WEALTH MANAGEMENT LLC	Aug 16, 2018	Aug 29, 2019	378	Firm change	RIA to ibd
FELTL ADVISORS	FOURSTAR WEALTH ADVISORS, LLC	Nov 13, 2017	Dec 13, 2017	30	Firm change	Other
FELTL AND COMPANY	FELTL ADVISORS	Dec 20, 2013	Jul 18, 2013	-155	Firm change after gap	Other
FINTEGRA, LLC	FELTL AND COMPANY	Oct 31, 2011	Aug 13, 2012	287	Firm change	Other
B RILEY WEALTH MANAGEMENT	FINTEGRA, LLC	Jul 30, 2009	Jul 29, 2009	-1	Firm change	Other
ADVANCED EQUITIES, INC.	B RILEY WEALTH MANAGEMENT	Sep 23, 2005	Sep 22, 2005	-1	Firm change	Other
OPPENHEIMER ASSET MANAGEMENT	ADVANCED EQUITIES, INC.	Jul 8, 2003	Jul 23, 2004	381	Firm change	Other
OPPENHEIMER & CO. INC.	OPPENHEIMER ASSET MANAGEMENT	Apr 15, 2003	Apr 15, 2003	0	Bulk transfer	Other
CIBC WORLD MARKETS CORP.	OPPENHEIMER & CO. INC.	Jan 3, 2003	Jan 3, 2003	0	Bulk transfer	Other

Relationships

Registered with (10)

→ CL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 29, 2019 to presentfactForm ADV
→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 13, 2017 to Aug 16, 2018factForm ADV
→ FELTL ADVISORSRegistered adviserregistration: previous registration
Jul 18, 2013 to Nov 13, 2017factForm ADV
→ FELTL AND COMPANYRegistered adviserregistration: previous registration
Aug 13, 2012 to Dec 20, 2013factForm ADV
→ FINTEGRA, LLCRegistered adviserregistration: previous registration
Jul 29, 2009 to Oct 31, 2011factForm ADV
→ B RILEY WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 22, 2005 to Jul 30, 2009factForm ADV
→ ADVANCED EQUITIES, INC.Registered adviserregistration: previous registration
Jul 23, 2004 to Sep 23, 2005factForm ADV
→ OPPENHEIMER ASSET MANAGEMENTRegistered adviserregistration: previous registration
Apr 15, 2003 to Jul 8, 2003factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 3, 2003 to Apr 15, 2003factForm ADV
→ CIBC WORLD MARKETS CORP.Registered adviserregistration: previous registration
Mar 26, 2001 to Jan 3, 2003factForm ADV

Dated events

No dated event names this entity yet.