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Matthew Robert Lohr

Cibc Private Wealth Advisors, Inc.

Chicago, IL

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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
IL RA APPROVED 2026-03-26
  • IL RA
    APPROVED
    Since 2026-03-26

Branch Locations

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Barrington IL 07/2015 07/2021
Charles Schwab Bank Barrington IL 11/2016 07/2021
Cibc World Markets Corp. Chicago IL 12/2025 Present
Morningstar, Inc. Chicago IL 08/2022 12/2025
Unemployed Chicago IL 07/2021 08/2022
  • 07/2015 → 07/2021
    Charles Schwab & Co., Inc.
    Barrington, IL
  • 11/2016 → 07/2021
    Charles Schwab Bank
    Barrington, IL
  • 12/2025 → Present
    Cibc World Markets Corp.
    Chicago, IL
  • 08/2022 → 12/2025
    Morningstar, Inc.
    Chicago, IL
  • 07/2021 → 08/2022
    Unemployed
    Chicago, IL
Previous Registrations
  • 2015-11-30 → 2021-07-23
    Charles Schwab & Co., Inc.
    Phoenix, AZ
    Chicago, IL
    Chicago, IL
    Lone Tree, CO
    South Barrington, IL
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-30
  • S66 Uniform Combined State Law Examination
    2015-11-30
Designations

View on SEC IAPD

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