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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-09-17 |
| GA | RA | APPROVED | 2023-07-03 |
| MI | RA | APPROVED | 2023-02-16 |
| CA | RA | APPROVED | 2023-02-14 |
| OH | RA | APPROVED | 2017-11-21 |
| IL | RA | APPROVED | 2017-11-20 |
| WI | RA | APPROVED | 2017-11-20 |
Branch Locations
181 West Madison Street 35Th Floor, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Investment Management | Chicago | IL | 05/2002 | 10/2017 |
| Gnv Advisors, Llc | Chicago | IL | 05/2008 | 10/2017 |
| Atlantic Trust Investment Advisors | Chicago | IL | 10/2017 | 10/2017 |
| Cibc Private Wealth Advisors, Inc | Chicago | IL | 11/2017 | Present |
HIGHLAND INVESTMENT CONSULTING, ZERO HOURS DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS; DUTIES - SOLE PROPRIETOR OWNER, CURRENTLY NO BUSINESS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 2000-11-17 |
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