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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-01 |
Branch Locations
100 Federal Street, 37Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel Securities, Inc | Reading | MA | 09/2009 | Present |
| Boston Private Wealth Llc | Boston | MA | 03/2015 | Present |
| Cibc World Markets Corp. | New York | NY | 09/2023 | Present |
SOUTH BEDFORD CONDOMINIUM TRUST IN WALTHAM, MA - TRUSTEE - SERVE AS TRUSTEE FOR TWO UNIT CONDO DEVELOPMENT - START DATE: 3/26/2009 DEVOTE 0 HRS/WK - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-16 |
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