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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-09-17 |
| IN | RA | APPROVED | 2024-02-14 |
| AZ | RA | APPROVED | 2023-05-26 |
| MI | RA | APPROVED | 2023-02-16 |
| CA | RA | APPROVED | 2023-02-14 |
| FL | RA | APPROVED | 2018-03-30 |
| OH | RA | APPROVED | 2017-11-20 |
| IL | RA | APPROVED | 2017-11-17 |
| IA | 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 | 10/2003 | 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 |
Mortell Associates Real Estate LLC, since Jan 2017. Real Estate homesite development. Partner. Zero hours per business hours and 1-15 hour per month, non-business hours. I AM A CERTIFIED FINANCIAL PLANNER AND AN INVESTMENT ADVISOR OF GENEVA INVESTMENT MANAGEMENT OF CHICAGO, AN INVESTMENT ADVISORY FIRM.THE COMPANY IS LOCATED AT 181 W. MADISON AVE. SUITE 3575, CHICAGO, IL 60602. THE COMPANY WAS STARTED IN JANUARY 2003. I DEVOTE A SUBSTANTIAL AMOUNT OF MY TIME TO THIS VENTURE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-21 |
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