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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-11-02 |
| IL | RA | APPROVED | 2021-11-02 |
Branch Locations
221 Eastside Square Suite 1A, Huntsville, AL 35801 • United States
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Elgin | IL | 12/2013 | Present |
| Highpoint Planning Partners | Downers Grove | IL | 12/2013 | Present |
(1) 12/20/2013 - HIGHPOINT PLANNING PARTNERS - REGISTERED INVESTMENT ADVISOR - HIGHPOINT PLANNING PARTNERS - I WILL BE AN IAR OF HIGHPOINT'S RIA - DOWNERS GROVE, IL (2) 07/29/2014 - HIGHPOINT ADVISOR GROUP , LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 80 HOURS PER MONTH - DOWNERS GROVE, IL (3)08/01/2014 - HIGHPOINT ADVISOR GROUP DBA HIGHPOINT PLANNING PARTNERS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - HIGHPOINT PLANNING PARTNERS - TIME SPENT 80 HOURS PER MONTH - DOWNERS GROVE, IL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-19 |
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