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Rogelio Alexander Duran

Cibc Private Wealth Advisors, Inc.

West Palm Beach, FL

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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 2021-12-20
  • FL RA
    APPROVED
    Since 2021-12-20

Branch Locations

525 Okeechobee Blvd Suite 1630, West Palm Beach, FL 33401 • 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
Unemployed Boston MA 05/2016 09/2016
Cibc Private Wealth Advisors, Inc Boston MA 09/2016 02/2020
Cibc Private Wealth Advisors, Inc West Palm Beach FL 02/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-24
  • S65 Uniform Investment Adviser Law Examination
    2021-11-24
Designations

View on SEC IAPD

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