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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
NY RA APPROVED 2024-08-29
  • NY RA
    APPROVED
    Since 2024-08-29

Branch Locations

300 Madison Avenue Sixth Floor, New York, NY 10017 • 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
Brinker Capital Berwyn PA 10/2011 05/2023
Orion Portfolio Solutions Omaha PA 01/2022 01/2023
Guardian Life Insurance Company New York NY 05/2023 08/2024
Park Avenue Securities New York NY 06/2023 08/2024
Guardian Life Insurance Company Blue Bell PA 06/2024 08/2024
Park Avenue Securities Blue Bell PA 06/2024 08/2024
Cibc World Markets Corp. New York NY 08/2024 Present
  • 10/2011 → 05/2023
    Brinker Capital
    Berwyn, PA
  • 01/2022 → 01/2023
    Orion Portfolio Solutions
    Omaha, PA
  • 05/2023 → 08/2024
    Guardian Life Insurance Company
    New York, NY
  • 06/2023 → 08/2024
    Park Avenue Securities
    New York, NY
  • 06/2024 → 08/2024
    Guardian Life Insurance Company
    Blue Bell, PA
  • 06/2024 → 08/2024
    Park Avenue Securities
    Blue Bell, PA
  • 08/2024 → Present
    Cibc World Markets Corp.
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-18
  • S66 Uniform Combined State Law Examination
    2011-04-18
Other Names
  • Tom Mcneil

View on SEC IAPD

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