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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-02-06 |
| MI | RA | APPROVED | 2023-07-31 |
| CA | RA | APPROVED | 2023-07-27 |
| FL | RA | APPROVED | 2023-03-11 |
| WI | RA | APPROVED | 2023-02-14 |
| OH | RA | APPROVED | 2017-11-05 |
| IL | RA | APPROVED | 2017-11-03 |
| IN | RA | APPROVED | 2017-11-03 |
| KS | RA | APPROVED | 2017-11-03 |
| MN | RA | APPROVED | 2017-11-03 |
Branch Locations
181 West Madison Street 35Th Floor, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Investment Management Of Chicago, Llc | Chicago | IL | 10/2004 | 10/2017 |
| Gnv Advisors, Llc | Chicago | IL | 05/2009 | 10/2017 |
| Atlantic Trust Investment Advisers, Inc. | Chicago | IL | 10/2017 | 10/2017 |
| Cibc Private Wealth Advisors, Inc | Chicago | IL | 11/2017 | Present |
Protector for a Singapore Revocable Trust in which the beneficiaries/Trustee are UK citizens. The role is without fiduciary responsibilities. Role effective 2/9/2026 performed from 181 W Madison Street, Chicago Il. Investment related, devotes under 10 hours a month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-22 |
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