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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-25 |
Branch Locations
100 North Tampa Street Suite 1645, Tampa, FL 33602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Trust Company, N.A. | West Palm Beach | FL | 03/2016 | 10/2017 |
| Cibc National Trust Company | West Palm Beach | FL | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
| S66 | Uniform Combined State Law Examination | 2011-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-26 |
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