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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-02-06
  • IL RA
    APPROVED
    Since 2026-02-06

Branch Locations

1807 W Diehl Rd #105M, Naperville, IL 60563-1890 • United States

6035 N Knoxville Ave Ste 104, Peoria, IL 61614 • United States

Highpoint Planning Partners

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-10-17
  • IL RA
    APPROVED
    Since 2024-10-17

Branch Locations

6035 N Knoxville Ave Ste 104, Peoria, IL 61614 • United States

1807 W. Diehl Road #105M, Naperville, IL 60563-1890 • United States

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 05/2015 10/2016
Jackson National Life Distributors Llc Chicago IL 10/2016 08/2022
Ppm America, Inc. Chicago IL 10/2016 08/2024
Systematics, Inc. Itasca IL 05/2020 10/2021
Foreside Financial Services, Llc Chicago IL 08/2022 08/2024
Lpl Financial Llc Bloomingdale IL 09/2024 Present
Just Chic Llc Chicago IL 03/2021 Present
Highpoint Advisor Group, Llc Bloomingdale IL 09/2024 Present
  • 05/2015 → 10/2016
    Chicago, IL
  • 10/2016 → 08/2022
    Jackson National Life Distributors Llc
    Chicago, IL
  • 10/2016 → 08/2024
    Ppm America, Inc.
    Chicago, IL
  • 05/2020 → 10/2021
    Systematics, Inc.
    Itasca, IL
  • 08/2022 → 08/2024
    Foreside Financial Services, Llc
    Chicago, IL
  • 09/2024 → Present
    Bloomingdale, IL
  • 03/2021 → Present
    Just Chic Llc
    Chicago, IL
  • 09/2024 → Present
    Highpoint Advisor Group, Llc
    Bloomingdale, IL
Previous Registrations
Other Businesses

1 - 09/20/2024 - JUST CHIC LLC - Business Owner - Event Design/Event Planner - Not Inv Related - 8 Hours/Month - IL 60654 - OBA Start Date: 09/25/2024. 2 - 09/20/2024 - HighPoint Planning Partners, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 3- 10/01/2024 - HighPoint Advisor Group - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/25/2024 - 160 Hours Per Month/ 8 Hours during Trading - I provide administrative support to HighPoint Advisor Group, an independent investment advisor firm. I started this business activity in 9/2024. I expect to spend approximately 160 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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-30
  • S66 Uniform Combined State Law Examination
    2016-06-30
Other Names
  • Callie M Schoeneman
  • Callie Marie Schoeneman
  • Callie M Just
  • Callie Marie Just

View on SEC IAPD

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