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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-06-11 |
| IN | RA | APPROVED | 2026-06-10 |
| CA | RA | APPROVED | 2025-08-27 |
| LA | RA | APPROVED | 2024-09-17 |
| AZ | RA | APPROVED | 2023-08-04 |
| FL | RA | APPROVED | 2023-07-17 |
| CO | RA | APPROVED | 2023-02-13 |
| TX | RA | APPROVED_RES | 2023-02-13 |
| IL | RA | APPROVED | 2017-12-01 |
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 |
|---|---|---|---|---|
| Atlantic Trust Investment Advisors | Chicago | IL | 10/2017 | 10/2017 |
| Geneva Advisors | Chicago | IL | 10/2015 | 10/2017 |
| Cibc Private Wealth Advisors, Inc | Chicago | IL | 11/2017 | Present |
Named as co-owner for these LLCs but do not receive profit or devote any time to these. ?Montrose Rentals LLC ?1655 Harold LLC ?1537 Kipling LLC ?HSML Properties LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-04 |
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