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Current Employers
Chicago Partners Investment Group Llc

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2022-01-13
  • MT RA
    APPROVED
    Since 2022-01-13

Branch Locations

Po Box 1301, Manhattan, MT 59741 • United States

1 North Wacker Drive Suite 4075, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mds Investments, Inc. Dba Ponderosa Wealth Management Spokane WA 10/1997 Present
Empirical Wealth Management Spokane WA 06/2016 02/2018
Chicago Partners Investment Group Llc Chicago IL 11/2018 Present
Previous Registrations
  • 2019-01-08 → 2021-12-31
    Spokane, WA
    Prescott, AZ
    Chicago, IL
  • 2011-06-07 → 2019-04-01
    Ponderosa Wealth Management
    Prescott, AZ
    Spokane, WA
    Spokane, WA
  • 2016-06-15 → 2018-02-06
    Spokane, WA
    Spokane, WA
    Seattle, WA
    Spokane, WA
  • 2005-04-06 → 2010-12-31
    Ponderosa Wealth Management
    Spokane, WA
    Prescott, AZ
Designations
Other Names
  • Janie Catherine Beck

View on SEC IAPD

More in Manhattan, MT

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