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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-22 |
Branch Locations
19350 S. Harlem 100, Frankfort, IL 60423 • 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 |
|---|---|---|---|---|
| Ernst & Young | Chicago | IL | 03/2022 | 09/2024 |
| Rsm | Chicago | IL | 10/2020 | 03/2022 |
| Pricewaterhousecoopers | Chicago | IL | 08/2019 | 10/2020 |
| Aon Corporation | Chicago | IL | 06/2017 | 08/2019 |
| Grant Thornton | Chicago | IL | 02/2016 | 05/2017 |
| Cn Frankfort Llc | Mokena | IL | 12/2024 | 12/2025 |
| Cn Orland Park Llc | Frankfort | IL | 03/2025 | 12/2025 |
| Wm Tax Llc | Mokena | IL | 11/2023 | 12/2025 |
| Avantax Advisory Services | Frankfort | IL | 06/2025 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 06/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2026 | 06/2026 |
| Wmnw Llc Dba Hts Accounting & Tax | Frankfort | IL | 01/2022 | Present |
| Lpl Financial Llc | Frankfort | IL | 06/2026 | Present |
| Highpoint Advisor Group, Llc Dba Matariyeh Financial | Frankfort | IL | 06/2026 | Present |
1. 06/2026 - HTS Accounting & Tax - Business Owner - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Frankfort IL 60423 – OBA Start Date: 11/17/2022 2. 06/2026 - Matariyeh Financial, LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 100 Hour(s)/Month – 100 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 6/18/2026 3. 07/07/2026 - HighPoint Advisor Group, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/03/2026 - 40 hours per month/ during trading - I provide investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 40 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-15 |
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