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Dee Ann Schedler

Cibc Private Wealth Advisors, Inc.

Washington, DC

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Current Employers
Cibc Private Wealth Advisors, Inc.

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-03-22
IL RA APPROVED 2023-03-21
SC RA APPROVED 2023-02-24
NY RA APPROVED 2023-02-21
VA RA APPROVED 2023-02-21
MD RA APPROVED 2023-02-16
DC RA APPROVED 2015-05-14
  • FL RA
    APPROVED
    Since 2023-03-22
  • IL RA
    APPROVED
    Since 2023-03-21
  • SC RA
    APPROVED
    Since 2023-02-24
  • NY RA
    APPROVED
    Since 2023-02-21
  • VA RA
    APPROVED
    Since 2023-02-21
  • MD RA
    APPROVED
    Since 2023-02-16
  • DC RA
    APPROVED
    Since 2015-05-14

Branch Locations

1201 F Street Nw Suite 900, Washington, DC 20004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
At Investment Advisers, Inc. Washington DC 12/2004 Present
  • 12/2004 → Present
    At Investment Advisers, Inc.
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-08
S63 Uniform Securities Agent State Law Examination 1988-03-10
  • S65 Uniform Investment Adviser Law Examination
    2015-05-08
  • S63 Uniform Securities Agent State Law Examination
    1988-03-10
Other Names
  • Dee Ann Smith
  • Dee Ann Smith

View on SEC IAPD

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CHARLES DOUGLAS HARTLEY
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Other Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC
ORIDIAN CAPITAL MANAGEMENT, L.P. · WASHINGTON, DC
C5 CAPITAL USA LLC · WASHINGTON, DC
AEB CAPITAL · WASHINGTON, DC
DOMINION FINANCIAL CONSULTANTS, LLC · WASHINGTON, DC
A.G.P. / ALLIANCE GLOBAL PARTNERS · Washington, DC

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