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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-08-08 |
| IL | RA | APPROVED | 2021-12-08 |
Branch Locations
San Tan Valley, AZ • United States
3140 Finley Road Suite C, Downers Grove, IL 60515 • 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 |
|---|---|---|---|---|
| Trust Company Of Illinois | St. Charles | IL | 07/2002 | 10/2016 |
| Tc Wealth Partners | Downers Grove | IL | 09/2016 | 10/2016 |
| Highpoint Advisor Group Dba Black Diamond Planners | Downers Grove | IL | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-24 |
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