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Wheaton, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Downers Grove | IL | 05/2012 | 07/2018 |
| Highpoint Advisor Group D/B/A High Point Planning Partners, Llc | Downers Grove | IL | 06/2012 | 04/2018 |
| Highpoint Advisor Group, Llc D/B/A Model Wealth, Inc. | Downers Grove | IL | 04/2018 | 08/2019 |
| Model Wealth, Inc | Naperville | IL | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-25 |
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