DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CHICAGO PARTNERS INVESTMENT GROUP LLC
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| CHICAGO PARTNERS INVESTMENT GROUP LLC | Independent wealth | Jan 7, 2022 | n/a | yes | CHICAGO, IL | Current employment |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | Independent wealth | Jan 26, 2009 | Dec 31, 2021 | no | CHICAGO, IL | Previous registration |
| THE MOSAIC FINANCIAL GROUP, LLC | Independent wealth | Oct 9, 2007 | Jan 30, 2009 | no | CHICAGO, IL | Previous registration |
| PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC | Former SEC adviser | Nov 19, 2003 | Sep 4, 2007 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE MOSAIC FINANCIAL GROUP, LLC | CHICAGO PARTNERS INVESTMENT GROUP LLC | Jan 30, 2009 | Jan 26, 2009 | -4 | Firm change | Other |
| PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC | THE MOSAIC FINANCIAL GROUP, LLC | Sep 4, 2007 | Oct 9, 2007 | 35 | Firm change | Other |