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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-15 |
| IL | RA | APPROVED | 2017-11-08 |
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 | 07/2014 | 10/2017 |
| Atlantic Trust Investment Advisors, Inc. | Chicago | IL | 10/2017 | 10/2017 |
| Cibc Private Wealth Advisors, Inc | Chicago | IL | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-24 |
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