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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-10-04 |
Branch Locations
3290 Northside Pkwy, 7Th Floor, Atlanta, GA 30327 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc Private Wealth | Atlanta | GA | 02/2018 | Present |
| Greenberg Traurig | Atlanta | GA | 04/2014 | 01/2018 |
Independent contractor with Isagenix. 155 E Rivulon Blvd, Gilbert AZ 85297. Not investment related. Nutritional online company promoting nutritional products. Zero hours spent during trading hours. Started July 2012.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-14 |
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