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Advisor at CHICAGO PARTNERS INVESTMENT GROUP LLC
honolulu, HI | 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 13, 2022 | n/a | yes | CHICAGO, IL|honolulu, HI | Current employment |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | Independent wealth | Feb 12, 2020 | Dec 31, 2021 | no | HONOLULU, HI|CHICAGO, IL | Previous registration |
| 3D WEALTH ADVISORS, INC. | Former SEC adviser | Oct 24, 2008 | Feb 6, 2020 | no | HONOLULU, HI|Honolulu, HI | Previous registration |
| WEALTHCARE FINANCIAL SERVICES OF HAWAII, LLC | n/a | Feb 15, 2002 | Dec 27, 2007 | no | HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| 3D WEALTH ADVISORS, INC. | CHICAGO PARTNERS INVESTMENT GROUP LLC | Feb 6, 2020 | Feb 12, 2020 | 6 | Firm change | RIA to RIA |
| WEALTHCARE FINANCIAL SERVICES OF HAWAII, LLC | 3D WEALTH ADVISORS, INC. | Dec 27, 2007 | Oct 24, 2008 | 302 | Firm change | Other |