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Lisa Yuriko Tellio

Chicago Partners Investment Group LLC

Honolulu, HI

Chicago, IL

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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
HI RA APPROVED 2024-09-09
  • HI RA
    APPROVED
    Since 2024-09-09

Branch Locations

City Financial Tower 201 Merchant Street Suite 909, Honolulu, HI 96813 • 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
Goodsill Anderson Quinn & Stifel Honolulu HI 12/2014 01/2018
Central Pacific Bank Honolulu HI 01/2018 08/2024
Chicago Partners Investment Group Honolulu HI 09/2024 Present
  • 12/2014 → 01/2018
    Goodsill Anderson Quinn & Stifel
    Honolulu, HI
  • 01/2018 → 08/2024
    Central Pacific Bank
    Honolulu, HI
  • 09/2024 → Present
    Chicago Partners Investment Group
    Honolulu, HI
Designations
Other Names
  • Lisa Iwamoto

View on SEC IAPD

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Other Offices

REGENCY CAPITAL MANAGEMENT INC. · HONOLULU, HI
WEALTH ALIGNMENT PARTNERS, LLC · HONOLULU, HI
WELLS FARGO CLEARING SERVICES, LLC · HONOLULU, HI
DIVERSIFY ADVISORY SERVICES, LLC · Honolulu, HI
DIVERSIFY ADVISORY SERVICES, LLC · HONOLULU, HI
CETERA INVESTMENT ADVISERS LLC · HONOLULU, HI
MML INVESTORS SERVICES, LLC · HONOLULU, HI
COMMONWEALTH FINANCIAL NETWORK · Honolulu, HI

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