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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

ROBERT CHARLES WADDELL

Advisor at CL WEALTH MANAGEMENT LLC

Springdale, AR | SCHAUMBURG, IL

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Search this name across graphsid dfx:ria:8bfc460a-9612-20e9-3d18-dccc2b6e8ce0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2007 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: Mar 1, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 16, 2005
First registration: Feb 12, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 4997193

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	Jun 26, 2017	n/a	yes	Springdale, AR\|SCHAUMBURG, IL	Current employment
WILBANKS SECURITIES ADVISORY	Former SEC adviser	Aug 12, 2016	Jun 23, 2017	no	Springdale, AR\|OKLAHOMA CITY, OK	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	May 23, 2016	Jul 22, 2016	no	Springdale, AR\|Springdale, AR\|TULSA, OK	Previous registration
FIRST INDEPENDENT ADVISORY SERVICES, INC.	n/a	Jul 6, 2010	Jul 20, 2016	no	SPRINGDALE, AR\|SPRINGDALE, AR	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Aug 22, 2008	Jul 2, 2010	no	HOUSTON, TX\|SPRINGDALE, AR\|LITTLE ROCK, AR\|SPRINGDALE, AR	Previous registration
EDWARD JONES	National bd RIA	Feb 12, 2007	Aug 21, 2008	no	SPRINGDALE, AR\|SPRINGDALE, AR\|ST LOUIS, MO	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
WILBANKS SECURITIES ADVISORY	CL WEALTH MANAGEMENT LLC	Jun 23, 2017	Jun 26, 2017	3	Firm change	Other
OSAIC WEALTH, INC.	WILBANKS SECURITIES ADVISORY	Jul 22, 2016	Aug 12, 2016	21	Firm change	Other
FIRST INDEPENDENT ADVISORY SERVICES, INC.	OSAIC WEALTH, INC.	Jul 20, 2016	May 23, 2016	-58	Firm change after gap	Other
NEXT FINANCIAL GROUP, INC.	FIRST INDEPENDENT ADVISORY SERVICES, INC.	Jul 2, 2010	Jul 6, 2010	4	Firm change	Other
EDWARD JONES	NEXT FINANCIAL GROUP, INC.	Aug 21, 2008	Aug 22, 2008	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118304:134922:OK:2017-06-13	Jun 23, 2017	Jun 26, 2017	OKLAHOMA CITY, OK	Firm change

Relationships

Registered with (6)

→ CL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 26, 2017 to presentfactForm ADV
→ WILBANKS SECURITIES ADVISORYRegistered adviserregistration: previous registration
Aug 12, 2016 to Jun 23, 2017factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
May 23, 2016 to Jul 22, 2016factForm ADV
→ FIRST INDEPENDENT ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 6, 2010 to Jul 20, 2016factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Aug 22, 2008 to Jul 2, 2010factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Feb 12, 2007 to Aug 21, 2008factForm ADV

Dated events

No dated event names this entity yet.