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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-12-08 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
15225 S. 94Th Avenue, Suite 602, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R Lloyd & Co Ltd | Orland Park | IL | 06/1999 | Present |
| Lpl Financial | Orland Park | IL | 09/2014 | Present |
| Highpoint Advisor Group Dba Lloyd Wealth Advisors | Orland Park | IL | 09/2014 | Present |
1. 09/30/2014 - LLOYD WEALTH ADVISORS/ DBA ONLY/ 100%/ ORLAND PARK, IL 2. 09/30/2014 - R. LLOYD & COMPANY, LTD/ TAX PREP, ACCOUNTING, AND CPA FIRM/ 50%/ ORLAND PARK, IL. 3. 11/25/2014: REGISTERED INVESTMENT ADVISOR DBA - HIGHPOINT ADVISOR GROUP, LLC - DBA: LLOYD WEALTH ADVISORS - INVESTMENT RELATED - ORLAND PARK, IL. 4. 11/25/2014: REGISTERED INVESTMENT ADVISOR HYBRID - HIGHPOINT ADVISOR GROUP, LLC - INVESTMENT RELATED - ORLAND PARK, IL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-21 |
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