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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-25 |
Branch Locations
525 Okeechobee Boulevard Suite 1630, West Palm Beach, FL 33434 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Trust Company, N.A. | West Palm Beach | FL | 09/2016 | 10/2017 |
| Cibc National Trust Company | West Palm Beach | FL | 11/2017 | Present |
Grand Emerald Villas; co-owner with spouse (50%); real estate related; 1-15 hours per month 2703 NW 26TH CT; BOCA RATON 33434 Since January 2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-05 |
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