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Current Employers
Highpoint Planning Partners

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-12-08
  • IL RA
    APPROVED
    Since 2021-12-08

Branch Locations

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

10 West Illinois Street Suite 120, St. Charles, IL 60174 • 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
Lpl Financial Llc St. Charles IL 12/2014 Present
Highpoint Advisor Group Dba Onpath Financial Group St. Charles IL 12/2014 Present
  • 12/2014 → Present
    Lpl Financial Llc
    St. Charles, IL
  • 12/2014 → Present
    Highpoint Advisor Group Dba Onpath Financial Group
    St. Charles, IL
Previous Registrations
  • 2014-12-18 → 2021-12-31
    Highpoint Planning Partners
    St. Charles, IL
    Downers Grove, IL
    St. Charles, IL
  • 2008-12-22 → 2014-12-11
    St Charles, IL
Other Businesses

(1) 12/17/2014 - ONPATH FINANCIAL/ DBA ONLY/ 100%/ ST. CHARLES, IL (2) 01/20/2015 - HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR DBA - ONPATH FINANCIAL, LLC - TIME SPENT 100% - ST. CHARLES, IL (3) 01/20/2015 - HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - ST. CHARLES, IL. (4) 07/26/2024 - MP Financial Solutions Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 07/15/2024 - 0 Hours per Month/ During Trading (5) 12/05/2024 - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 0 hours per month/ during trading (6) 10/23/2025- None- Other - book- Not INV Related- Home Based- Start date 10/15/2025

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-01-10
  • S63 Uniform Securities Agent State Law Examination
    2001-01-10
Designations

View on SEC IAPD

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