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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-09-06 |
Branch Locations
181 W. Madison St 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 | 10/2009 | 08/2017 |
| At Investment Advisers Inc. | Chicago | IL | 08/2017 | 06/2018 |
| Cibc Private Wealth | Chicago | IL | 06/2018 | Present |
Serves as a managing member of School of Fish LLC, which operates an aquatics center. 26% ownership in non investment-related activity. Activity began on 1/1/2016 and I devote bet 10-15 hours a month to activity after business hours. No hours devoted during business hours. Location is 4751 Vernon St, McCook, IL 60525.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-09 |
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