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Amy M Green

Cibc Private Wealth Advisors, Inc.

Chicago, IL

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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
IL RA APPROVED 2021-11-11
  • IL RA
    APPROVED
    Since 2021-11-11

Branch Locations

181 W. Madison Street, 36Th Floor, Chicago, IL 60602 • 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
Cibc Private Wealth Advisors Chicago IL 12/2010 Present
  • 12/2010 → Present
    Cibc Private Wealth Advisors
    Chicago, IL
Previous Registrations
  • 2011-03-29 → 2015-10-15
    Lpl Financial Llc
    Chicago, IL
  • 2009-06-01 → 2010-12-17
    Morgan Stanley
    Chicago, IL
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Chicago, IL
  • 2002-11-05 → 2007-04-02
    Morgan Stanley Dw Inc.
    Chicago, IL
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-07-11
S63 Uniform Securities Agent State Law Examination 2001-06-29
  • S65 Uniform Investment Adviser Law Examination
    2002-07-11
  • S63 Uniform Securities Agent State Law Examination
    2001-06-29
Designations

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
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DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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