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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-23 |
| IL | RA | APPROVED | 2021-11-02 |
Branch Locations
Western Springs, IL • United States
1011 Warrenville Rd Suite 155, Lisle, IL 60532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lisle | IL | 12/2013 | Present |
| Highpoint Advisor Group, Llc (Dba: Highpoint Planning Partners) | Downers Grove | IL | 12/2013 | 11/2021 |
1.12/13/2013; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Equilibrium Wealth Management, LLC; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.06/05/2014; Leaders Partners; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.01/20/2017; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/13/2013; 2hrs/mth; 2hrs during trading 4.07/22/2026; Old Play; Artist/ Musician; Not Investment Related; Western Springs,IL; Start Date 07/01/2026; 4hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 1993-09-03 |
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