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181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-02-16 |
| FL | RA | APPROVED | 2022-03-28 |
| MA | RA | APPROVED | 2022-02-23 |
| OH | RA | APPROVED | 2022-02-10 |
| IA | RA | APPROVED | 2022-02-07 |
| MI | RA | APPROVED | 2022-02-07 |
| MN | RA | APPROVED | 2022-02-07 |
| MO | RA | APPROVED | 2022-02-07 |
| WA | RA | APPROVED | 2022-02-07 |
| WI | RA | APPROVED | 2022-02-07 |
| CA | RA | APPROVED | 2001-01-01 |
| IL | RA | APPROVED | 2000-12-22 |
Branch Locations
181 W Madison Street 36Th Floor, Chicago, IL 60602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Trust | Chicago | IL | 01/2005 | 06/2018 |
| Cibc Private Wealth | Chicago | IL | 06/2018 | Present |
Co-Trustee of several Horton Trusts including Family Trust, Foundations, Charitable remainder Trusts as well as GSTs for Richard Scott Bukva, Michelle A. Cochran, and Kathy E Marquart Trusts dtd 6/14/99 serving since 2011.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-19 |
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