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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-28 |
| MN | RA | APPROVED | 2024-08-28 |
| MO | RA | APPROVED | 2024-08-28 |
| NY | RA | APPROVED | 2024-08-28 |
| NC | RA | APPROVED | 2024-08-28 |
| OR | RA | APPROVED | 2024-08-28 |
| FL | RA | APPROVED | 2024-03-01 |
| CO | RA | APPROVED | 2023-02-14 |
| OK | RA | APPROVED | 2023-02-13 |
| TX | RA | APPROVED | 2023-02-13 |
| WI | RA | APPROVED | 2023-02-13 |
| CA | RA | APPROVED | 2022-03-04 |
| NJ | RA | APPROVED | 2022-03-04 |
| IL | RA | APPROVED | 2017-11-20 |
Branch Locations
181 West Madison Street 35Th Floor, Chicago, IL 60602 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneva Investment Management Of Chicago, Llc | Chicago | IL | 11/2004 | 10/2017 |
| Gnv Advisors, Llc | Chicago | IL | 05/2009 | 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-01-28 |
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