Best Investors Account Sign in
Current Employers
Highpoint Planning Partners

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-12-08
  • IL RA
    APPROVED
    Since 2021-12-08

Branch Locations

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Downers Grove IL 08/2013 Present
Highpoint Advisor Group Dba Highpoint Planning Partners Downers Grove IL 03/2015 Present
  • 08/2013 → Present
    Lpl Financial, Llc
    Downers Grove, IL
  • 03/2015 → Present
    Highpoint Advisor Group Dba Highpoint Planning Partners
    Downers Grove, IL
Previous Registrations
  • 2015-03-06 → 2021-12-31
    Highpoint Planning Partners
    Downers Grove, IL
Other Businesses

1. 02/17/2015 - HIGHPOINT PLANNING PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ DOWNERS GROVE, IL 2. 04/14/2015 - HIGHPOINT ADVISOR GROUP, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - HIGHPOINT PLANNING PARTNERS, LLC - START 02/05/2015 - TIME SPENT 100% 3. 04/14/2015 - HIGHPOINT ADVISOR GROUP, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - START 02/05/2015 - TIME SPENT 100% 4. 04/25/2022 - PWA - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/22/2022 - 160 Hours Per Month/150 Hours During Securities Trading. 5. 04/25/2022 - Professional Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/21/2022 - 160 Hours Per Month/150 Hours During Securities Trading. 6. 04/25/2022 - Indigo Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 04/22/2022 - 40 Hours Per Month/30 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-24
  • S66 Uniform Combined State Law Examination
    2013-06-24
Other Names
  • Peter Aldworth

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Downers Grove, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor