Tammy Talya Billadeau

Current Employers

Employment History

• 10/2015 → 05/2019
  Churchill Management Group
  Los Angeles, CA
• 05/2019 → Present
  Highpoint Advisor Group, Llc (Dba: Vertex Planning Partners)
  Downers Grove, IL
• 05/2019 → Present
  Lpl Financial, Llc
  Downers Grove, IL
• 03/2022 → Present
  Vertex Planning Partners, Llc
  Downers Grove, IL

Previous Registrations

• 2021-11-16 → 2022-04-29
  Highpoint Planning Partners
  Downers Grove, IL
  Downers Grove, IL
• 2019-05-23 → 2021-12-31
  Highpoint Planning Partners
  Downers Grove, IL
  Downers Grove, IL
• 2015-10-19 → 2019-05-08
  Churchill Management Group
  Wheaton, IL
• 2015-06-22 → 2015-10-07
  Osaic Services, Inc.
  Santa Barbara, CA
• 2010-07-09 → 2013-12-12
  Mission Wealth Management, Lp
  Santa Barbara, CA
• 2009-01-26 → 2009-09-15
  Mercer Global Advisors Inc.
  Santa Barbara, CA

Other Businesses

1. 02/22/2022 - Vertex Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/03/2022 - 0 Hours Per Month/0 Hours During Securities Trading - I provide administrative support to Vertex Partners, an independent investment advisor firm. I started this business activity in 1/2022. I expect to spend approximately 0 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.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-09
• S65 Uniform Investment Adviser Law Examination
  2009-01-24

Designations

Other Names

• Tammy Talya
• Tammy Billadeau