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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
FL RA APPROVED 2021-10-25
  • FL RA
    APPROVED
    Since 2021-10-25

Branch Locations

525 Okeechobee Boulevard Suite 1630, West Palm Beach, FL 33434 • 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
Atlantic Trust Company, N.A. West Palm Beach FL 09/2016 10/2017
Cibc National Trust Company West Palm Beach FL 11/2017 Present
  • 09/2016 → 10/2017
    Atlantic Trust Company, N.A.
    West Palm Beach, FL
  • 11/2017 → Present
    Cibc National Trust Company
    West Palm Beach, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-05
  • S66 Uniform Combined State Law Examination
    2005-01-05
Designations

View on SEC IAPD

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