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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| IL | RA | APPROVED | 2026-01-21 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Lakewood Ranch, FL • United States
55 Shuman Blvd. Suite 910, Naperville, IL 60490 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lakewood Ranch | FL | 04/2016 | Present |
| Iht Wealth Management Llc | Chicago | IL | 05/2016 | 11/2018 |
| Highpoint Advisor Group, Llc | Lakewood Ranch | FL | 11/2018 | Present |
1. 7/18/2017: Windy City Financial Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Licensed Agent - Started 06/30/17 - 2 Hours Per Month During Securities Trading - Fixed insurance. 2. 11/21/2018 - HighPoint Planning Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/19/2018 - 160 Hours Per Month During Securities Trading. 3. 1/31/2019 - High Point Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 01/15/2019 - 160 Hours Per Month During Securities Trading - I provide administrative support to Highpoint Advisor Group. an independent investment advisor firm. I started this business activity in 01/15/2019. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 4. 02/23/2022 - Brightstar Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/01/2022 - 150 Hours Per Month/6 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-22 |
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