DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CL WEALTH MANAGEMENT LLC
SCHAUMBURG, IL | Rehoboth Beach, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CL WEALTH MANAGEMENT LLC | Independent wealth | Jul 11, 2017 | n/a | yes | Rehoboth Beach, DE|SCHAUMBURG, IL | Current employment |
| WILBANKS SECURITIES ADVISORY | Former SEC adviser | Nov 7, 2006 | Jul 14, 2017 | no | OKLAHOMA CITY, OK|ROHOBOTH BEACH, DE | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 11, 2004 | Nov 8, 2006 | no | REHOBOTH BEACH, DE|REHOBOTH BEACH, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WILBANKS SECURITIES ADVISORY | CL WEALTH MANAGEMENT LLC | Jul 14, 2017 | Jul 11, 2017 | -3 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | WILBANKS SECURITIES ADVISORY | Nov 8, 2006 | Nov 7, 2006 | -1 | Firm change | Other |