John M Davila

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial, Llc
  Naperville, IL
• 03/2016 → Present
  Highpoint Advisor Group, Llc (Dba: Twg Wealth Partners)
  Naperville, IL

Previous Registrations

• 2016-03-24 → 2021-12-31
  Highpoint Planning Partners
  Naperville, IL
  Downers Grove, IL
• 2008-06-26 → 2009-09-08
  Waterstone Financial Group, Inc.
  Boston, MA

Other Businesses

1. 3/29/2010: NON-VARIABLE INSURANCE - PERMENANT INSURANCE SALES OF ~$5K IN '09 THROUGH WATER TOWER FINANCIAL, PLAINFIELD IL; TERM SALES OF ~$6K THROUGH LARRY GORDON AGENCY, CHICAGO AND LEADERS PARTNERS, NORTH BARRINGTON, IL, HEALTH INSURANCE SALES OF $3K THROUGH NUTTER GROUP, SCHAUMBURG, IL - 10% OF TIME. 2. 05/07/2014 - JOHN M. DAVILA AND ASSOCIATES LLC - NON-VARIABLE INSURANCE DBA -JOHN M. DAVILA AND ASSOCIATES LLC - DBA - WILL PROCESS ALL SECURITIES AND NON VARIABLE INSURANCE BUSINESS UNDER DBA - TIME SPENT 100% - PLAINFEILD, IL 3. 09/16/2015 - TWG Wealth Partners -DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 11/01/2015 - 8 HRS/MO DURING SECS TRDG HRS. 4. 3/1/2017 - HighPoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 06/01/2016 - 140 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through HighPoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in March 2017. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/18/2019 - TWG Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/10/2019 - 40 Hours Per Month During Securities Trading. 6. 1/28/2022 - TWG Wealth Planning - DBA: R Knapp Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/1/2021 - 40 Hours Per Month/40 Hours During Securities Trading. 7. 08/29/2022 - Plan Design Partners - Investment Related - 112 Harrison, Peoria IL 61602 - Third Party Administrator (TPA) - Start Date - 07/05/2022 - 4 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2008-05-05
• S63 Uniform Securities Agent State Law Examination
  2001-11-14