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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-18 |
Branch Locations
101 Second Street Suite 2500, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The O.N. Equity Sales Company | Cincinnati | OH | 08/2013 | 05/2023 |
| Ohio National Financial Services | Cincinnati | OH | 05/2013 | 05/2023 |
| Embarcadero Financial Group | San Francisco | CA | 08/2013 | 05/2023 |
| The On Investment Management Company | Cincinnati | OH | 08/2013 | 05/2023 |
| Cibc Private Wealth Management | San Francisco | CA | 05/2023 | Present |
Mitre Medical Inc; not investment related; 18655 Madrone Parkway Suite 180 Morgan Hill CA 95031; strategic advisor; 12/16/2021; 1.5 hours/month (0 during security hours); advise management on ways to improve outcomes and suggest strategic business practices. Berkeley Country Club; not investment related; 7901 Cutting Blvd., El Cerrito, CA 94530; private country club offering golf, dining, and social events; Member, Board of Directors; 4/17/2025, 2.5 hours/month (0 during security hours); provide advice on club strategy & act as liaison to the Golf Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-18 |
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