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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-22 |
| MD | RA | APPROVED | 2023-02-16 |
| FL | RA | APPROVED | 2015-01-06 |
Branch Locations
525 Okeechobee Blvd Suite 1630, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc Private Wealth Management | West Palm Beach | FL | 06/2014 | Present |
Trustee of the James C. Dismuke Trust since 02/2000; spend 2 hours per week
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-06-07 |
| S65 | Uniform Investment Adviser Law Examination | 2000-04-11 |
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