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Advisor at CIBC PRIVATE WEALTH ADVISORS, INC.
Houston, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH ADVISORS, INC. | Bd affiliated wealth | Dec 23, 2025 | n/a | yes | Houston, TX | Current employment |
| TOUCHSTONE ADVISORS INC | Asset manager | Dec 11, 2023 | Dec 10, 2025 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TOUCHSTONE ADVISORS INC | CIBC PRIVATE WEALTH ADVISORS, INC. | Dec 10, 2025 | Dec 23, 2025 | 13 | Firm change | Other |