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.

Current firm

CHICAGO PARTNERS INVESTMENT GROUP LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 15, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Jan 15, 2009

First registration

Apr 6, 2009

Dual registered

no

IAPD individual key

5647949

• Occurred

  Dec 6, 2024
  Advisor changed firm

  Steven Christopher Nelson left Ejm Wealth Management, Llc for Chicago Partners Investment Group Llc (registered 2024-10-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:06f2f0e8-25cd-3f64-992c-80f2d50c9651

First observed

Apr 6, 2009

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.