• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Bjorn Jordan
CRD#: 4366435
IA
Investment Adviser
B
Broker
CL WEALTH MANAGEMENT LLCCRD#: 134922 Brookhaven, GA
CABOT LODGE SECURITIES LLCCRD#: 159712 425 N MARTINGALE RD
SUITE 1220
SCHAUMBURG, IL 60173
Registration History
20022004200620082010201220142016201820202022202420262 FIRMS2019 - Present (5 years)BSANDLAPPER SECURITIES, LLC (CRD# 137906)2014 - 2019 (4 years)BCOLONY PARK FINANCIAL SERVICES... (CRD# 41534)2002 - 2014 (11 years)BWESTERN INTERNATIONAL SECURITI... (CRD# 39262)2001 - 2002 (1 year)IASANDLAPPER WEALTH MANAGEMENT, LLC (CRD# 41534)2008 - 2020 (12 years)
License(s)

State Registrations

IA
Alabama 7/15/2020

IA
Montana 9/16/2020

B
Alabama 7/23/2020

B
Montana 10/13/2021

B
Alaska 7/22/2020

IA
Nebraska 7/16/2020

IA
Alaska 7/22/2020

B
Nebraska 10/13/2021

B
Arizona 7/16/2020

IA
Nevada 7/29/2020

IA
Arizona 7/16/2020

B
Nevada 10/13/2021

B
Arkansas 7/17/2020

B
New Hampshire 10/13/2021

IA
Arkansas 7/17/2020

IA
New Hampshire 10/21/2021

IA
California 7/15/2020

IA
New Jersey 7/17/2020

B
California 7/16/2020

B
New Jersey 10/13/2021

B
Colorado 7/27/2020

IA
New Mexico 7/16/2020

IA
Colorado 7/27/2020

B
New Mexico 10/13/2021

B
Connecticut 7/16/2020

B
New York 10/13/2021

IA
Connecticut 7/16/2020

IA
New York 10/18/2021

B
Delaware 7/21/2020

IA
North Carolina 7/15/2020

IA
Delaware 7/21/2020

B
North Carolina 10/13/2021

B
District of Columbia 7/23/2020

IA
North Dakota 7/20/2020

IA
District of Columbia 11/17/2020

B
North Dakota 10/13/2021

B
Florida 7/16/2020

IA
Ohio 7/15/2020

IA
Florida 9/22/2020

B
Ohio 10/14/2021

B
Georgia 5/29/2019

IA
Oklahoma 7/27/2020

IA
Georgia 6/19/2019

B
Oklahoma 10/13/2021

B
Hawaii 10/13/2021

IA
Oregon 8/5/2020

IA
Hawaii 11/2/2021

B
Oregon 10/20/2021

B
Idaho 7/15/2020

IA
Pennsylvania 7/16/2020

IA
Idaho 7/15/2020

B
Pennsylvania 10/13/2021

B
Illinois 10/13/2021

B
Rhode Island 7/16/2020

IA
Illinois 10/18/2021

IA
Rhode Island 7/16/2020

IA
Indiana 7/15/2020

IA
South Carolina 7/17/2020

B
Indiana 7/27/2020

B
South Carolina 7/20/2020

B
Iowa 7/16/2020

IA
South Dakota 7/22/2020

IA
Iowa 7/16/2020

B
South Dakota 7/24/2020

B
Kansas 7/21/2020

B
Tennessee 7/16/2020

IA
Kansas 10/14/2021

IA
Texas 7/15/2020

B
Kentucky 8/14/2020

B
Texas 7/22/2020

B
Louisiana 7/20/2020

B
Utah 7/15/2020

B
Maine 10/14/2021

IA
Utah 7/21/2020

B
Maryland 7/15/2020

B
Vermont 7/15/2020

IA
Maryland 7/15/2020

B
Virginia 7/16/2020

B
Massachusetts 8/12/2020

IA
Virginia 7/16/2020

IA
Massachusetts 8/25/2020

B
Washington 7/22/2020

B
Michigan 7/20/2020

IA
Washington 7/22/2020

IA
Michigan 7/20/2020

IA
West Virginia 7/24/2020

B
Minnesota 7/16/2020

B
West Virginia 8/3/2020

IA
Minnesota 7/16/2020

B
Wisconsin 7/17/2020

B
Mississippi 8/20/2020

IA
Wisconsin 7/17/2020

IA
Mississippi 8/20/2020

B
Wyoming 7/16/2020

B
Missouri 10/13/2021

IA
Wyoming 7/21/2020

IA
Missouri 10/13/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CL WEALTH MANAGEMENT LLC (CRD#:134922)
Brookhaven, GA
Registered with this firm since 6/19/2019

B
CABOT LODGE SECURITIES LLC (CRD#:159712)
425 N MARTINGALE RD SUITE 1220, SCHAUMBURG, IL 60173
Brookhaven, GA
Registered with this firm since 5/29/2019

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
01/16/2008 - 12/31/2020 SANDLAPPER WEALTH MANAGEMENT, LLC (CRD#:41534) GREENVILLE, SC
B
06/17/2014 - 05/15/2019 SANDLAPPER SECURITIES, LLC (CRD#:137906)
FINRA expelled the firm on 06/30/2020
GREENVILLE, SC
B
10/31/2002 - 06/05/2014 COLONY PARK FINANCIAL SERVICES LLC. (CRD#:41534) GREENVILLE, SC
B
08/23/2001 - 10/31/2002 WESTERN INTERNATIONAL SECURITIES, INC. (CRD#:39262) PASADENA, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.