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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-07-15 |
| VA | RA | APPROVED | 2024-05-07 |
Branch Locations
1201 F Street Nw, Floor 9, Washington, DC 20004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Ridge Investments Llc | Chicago | IL | 06/2015 | 01/2024 |
| Cibc Private Wealth | Washington | DC | 02/2024 | Present |
Serve as successor trustee for Nancy Marie Medlock irrevocable trust. Not responsible for any current investment or trustee activity. Spend ~5 hours a year with the current trustee reviewing information, outside of business hours. Role is to backstop current trustee in case of incapacitation. Receive no compensation related to this activity now, nor in the past.
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