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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-10-08 |
| NJ | RA | APPROVED | 2023-11-02 |
| NY | RA | APPROVED | 2021-06-12 |
Branch Locations
300 Madison Avenue 7Th Floor, New York, NY 10017 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc Private Wealth Advisors, Inc. | New York | NY | 09/2004 | Present |
Cristcot LLC, Board of Directors effective March 2025. Board meets 4-6 times a year with an occasional phone meeting. Will have no direct responsibility for budgetary or investment decisions. No involvement in day to day management. Devotes 1 - 15 hours per month. Company located at 9 Damonmill Square, Concord MA 01742. Belmont Backstretch Pension Fund , Trustee and Chair of Finance Committee. Investment related. Board oversees the investments facilitated by 4 investment managers. Less than 10 hours per month spent on activity. Activity started in 1992. Trustee for various Trusts as follows: Sandra Pershing Revocable Trust since August 24, 2023 Mary Lumen Revocable Trust since March 28, 2021 James Pomerantz IRR Trust since April 1, 2021 Justin Pomerantz Family Trust since Aril 1, 2021 Pomerantz Family Trust since April 1, 2021 Jessica Nagle Descendants Trust since September 21, 2021 Layla Taylor Meshkinpour Trust since December 15, 2021
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-04-20 |
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