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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-10-22 |
| MT | RA | APPROVED | 2025-08-26 |
| MN | RA | APPROVED | 2024-07-24 |
| CA | RA | APPROVED | 2023-07-27 |
| WI | RA | APPROVED | 2023-02-14 |
| CO | RA | APPROVED | 2023-02-13 |
| FL | RA | APPROVED | 2018-01-17 |
| IL | RA | APPROVED | 2017-11-17 |
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 | 01/2003 | 10/2017 |
| Gnv Advisors, Llc | Chicago | IL | 05/2009 | 10/2017 |
| Atlantic Trust Investment Advisors | Chicago | IL | 10/2017 | 10/2017 |
| Cibc Private Wealth Advisors, Inc | Chicago | IL | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-18 |
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