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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-06 |
Branch Locations
1 Tower Lane-Ste 1700 Oakbrook Terrace Tower, Oakbrook Terrace, IL 60181 • United States
La Grange, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc Private Wealth | Chicago | IL | 04/2011 | 10/2023 |
| Ubs Financial Services | Oakbrook Terrace | IL | 10/2023 | Present |
1. LaGrange Little League, La Grange / CookIllinoisUnited States-60525, Charity, To organize and administer youth t-ball, baseball, and softball programs for the local community, Member of Board of directors, help to organize and oversee the little league. Also, to serve as Treasurer of the league, providing oversight into the cash flows of the organization, providing regular updates regarding the health of the financial condition of the league, as well as gather information for the league's accountant to perform the annual tax filing, START DATE-11/18/2024.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-08-23 |
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