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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
WI RA APPROVED 2026-06-16
TX RA APPROVED_RES 2026-06-09
IN RA APPROVED 2023-02-15
CA RA APPROVED 2023-02-14
IL RA APPROVED 2017-11-17
  • WI RA
    APPROVED
    Since 2026-06-16
  • TX RA
    APPROVED_RES
    Since 2026-06-09
  • IN RA
    APPROVED
    Since 2023-02-15
  • CA RA
    APPROVED
    Since 2023-02-14
  • IL RA
    APPROVED
    Since 2017-11-17

Branch Locations

181 West Madison Street 35Th Floor, Chicago, IL 60602 • 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
Geneva Advisors, Llc Chicago IL 08/2014 10/2017
Atlantic Trust Investment Advisors Chicago IL 10/2017 10/2017
Cibc Private Wealth Advisors, Inc Chicago IL 11/2017 Present
Cibc World Markets Corp. Chicago IL 10/2017 Present
  • 08/2014 → 10/2017
    Geneva Advisors, Llc
    Chicago, IL
  • 10/2017 → 10/2017
    Atlantic Trust Investment Advisors
    Chicago, IL
  • 11/2017 → Present
    Chicago, IL
  • 10/2017 → Present
    Cibc World Markets Corp.
    Chicago, IL
Previous Registrations
  • 2014-08-21 → 2017-09-01
    Geneva Advisors, Llc
    Chicago, IL
  • 2012-05-14 → 2014-08-12
    Chicago, IL
Other Businesses

My friends/wealth management clients, John and Vicki Bitner asked me to serve as executor under their wills. May 2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-11
  • S66 Uniform Combined State Law Examination
    2012-05-11

View on SEC IAPD

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