DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Chicago Partners Investment Group LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Nicholas MuscolinoAmeriprise Financial Services, LLC national BDChicago Partners Investment Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 22, 2026Aug 21, 2026 (60 d)
Brittany A BuffingtonElevatus Wealth Management, LLC independent RIAChicago Partners Investment Group LLC independent RIARIA to RIAJan 20, 2026Jan 23, 2026
Thomas Robert FlaigBorthwick Associates, Inc. otherChicago Partners Investment Group LLC independent RIAOtherJan 6, 2025Nov 15, 2024
Meg Ellen DavidsonBorthwick Associates, Inc. otherChicago Partners Investment Group LLC independent RIAOtherDec 31, 2024Nov 15, 2024
Steven Christopher NelsonEjm Wealth Management, LLC independent RIAChicago Partners Investment Group LLC independent RIARIA to RIADec 6, 2024Oct 9, 2024
Mark Frank ToledoTotal Portfolio Management, LLC no RAUMChicago Partners Investment Group LLC otherOtherOct 7, 2024May 8, 2014
Howard Robert BradleyNorthlanding Financial Partners, LLC independent RIAChicago Partners Investment Group LLC independent RIARIA to RIAAug 14, 2023Jun 6, 2023
Matthew Cook McconnellAmeriprise Financial Services, LLC national BDChicago Partners Investment Group LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Nov 20, 2020
Michelle Heidi Tucker3d Wealth Advisors, Inc. independent RIAChicago Partners Investment Group LLC independent RIARIA to RIAFeb 6, 2020Feb 12, 2020
Michael David StrasserPonderosa Wealth Management otherChicago Partners Investment Group LLC independent RIAOtherApr 1, 2019Jan 9, 2019
Daniel Joseph CardellChancellor Financial Group Wb LP no RAUMChicago Partners Investment Group LLC independent RIAOtherOct 24, 2018Oct 31, 2018
Janie Catherine StrasserEmpirical Wealth Management otherChicago Partners Investment Group LLC independent RIAOtherFeb 6, 2018Jan 8, 2019 (336 d)
Michael Philip O'ConnorWoodbury Financial Services, Inc. otherChicago Partners Investment Group LLC otherOtherJun 5, 2017Jun 1, 2017
Daniel Joseph ToledoWaddell & Reed otherChicago Partners Investment Group LLC otherOtherDec 10, 2009Jul 10, 2014 (1673 d)
James Gerard HagedornThe Mosaic Financial Group, LLC otherChicago Partners Investment Group LLC otherOtherJan 30, 2009Jan 26, 2009
Anthony Joseph HalpinThe Mosaic Financial Group, LLC otherChicago Partners Investment Group LLC otherOtherJan 30, 2009Jan 22, 2009
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16 moves match.