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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
10 West Illinois Street Suite 120, St. Charles, IL 60174 • 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 | St. Charles | IL | 01/2007 | Present |
| Highpoint Planning Partners D/B/A Onpath Financial | St. Charles | IL | 10/2013 | Present |
1. 01/11/2007 - DBA - ONPATH FINANCIAL, LLC. 2. 11/4/2013: REGISTERED INVESTMENT ADVISOR - HIGHPOINT PLANNINGPARTNERS DBA ONPATH FINANCIAL - PROVIDE FINANCIAL PLANS AND/OR ADVICE FOR HOURLY AND/OR FIXED FEES. - HIGHPOINT PLANNING PARTNERS - TIME SPENT 80% - ST. CHARLES, IL. 3. 07/29/2014 - HIGHPOINT ADVISOR GROUP , LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 160 HOURS PER MONTH - ST. CHARLES, IL 4. 10/14/2022 - Cyclones Amateur Hockey Association - Not Investment Related - At Reported Business Location(s) - Outside/W-2 Employment - assistant coach - Start Date - 09/25/2022 - 12 Hours Per Month/0 Hours During Securities Trading 5. 11/20/2025 - Other - Athletics - Referee - Hockey Referee - Not Investment Related - Various Ice Rinks in Chicagoland - Start Date 12/01/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-02 |
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