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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-02 |
| FL | RA | APPROVED | 2023-04-11 |
| AZ | RA | APPROVED | 2022-12-21 |
| CA | RA | APPROVED | 2022-07-13 |
| IL | RA | APPROVED | 2022-07-13 |
Branch Locations
181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Investment Management Of Chicago, Llc | Chicago | IL | 01/2009 | 10/2017 |
| Gnv Advisors, Llc | Chicago | IL | 01/2011 | 10/2017 |
| Atlantic Trust Investment Advisors | Chicago | IL | 10/2017 | 10/2017 |
| Cibc Private Wealth Advisors, Inc | Chicago | IL | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-26 |
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