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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-23 |
| 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 | 03/2014 | Present |
| Highpoint Planning Partners Dba Onpath Financial | St. Charles | IL | 03/2014 | Present |
(1) 03/07/2014 - DBA ONLY - ONPATH FINANCIAL - ST. CHARLES, IL (2) 07/01/2014 - HIGHPOINT PLANNING PARTNERS, LLC- REGISTERED INVESTMENT ADVISOR DBA - (HYBRID) ONPATH FINANCIAL - IAR FOR RIA- TIME SPENT 20% - ST. CHARLES, IL (3) HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 80 HOURS PER MONTH - ST. CHARLES, IL (4) 05/24/2016 * Breitenbach Financial Services, LLC. * Business Entity For Tax/Investment Purposes Only * inv rel * 1504 Coolidge Ave, Wheaton, IL 60189 * Commission and Fee-based asset management, financial planning * start 11/17/2015 * 1 hr/mo; 0 hrs during secs trdg hrs. (5) 5/29/2018 - Leaders Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 12/01/2016 - 2 Hours Per Month/2 Hours During Securities Trading. (6) 10/14/2022 - Wheaton Park District - Not Investment Related - Wheaton, IL-Various-All Park District Fields - Outside/W-2 Employment - Assistant Coach - Start Date: 09/20/2022 - 20 Hours Per Month/0 Hours During Securities Trading - I am an assistant coach with the Wheaton United Soccer Club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-08 |
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