Justin John Dagostino

Current Employers

Employment History

• 06/2016 → 01/2017
  Invest Financial Corp.
  Tampa, FL
• 06/2016 → 01/2017
  Executive Wealth Management
  Brighton, MI
• 03/2017 → 02/2018
  Scottrade, Inc.
  San Francisco, CA
• 02/2018 → 06/2019
  Td Ameritrade
  Chicago, IL
• 07/2019 → Present
  Lpl Financial Llc
  Downers Grove, IL
• 07/2019 → Present
  Highpoint Advisor Group, Llc (Dba:VErtex Planning Partners, Llc)
  Downers Grove, IL
• 03/2021 → Present
  Vertex Planning Partners, Llc
  Downers Grove, IL

Previous Registrations

• 2021-11-02 → 2022-04-29
  Highpoint Planning Partners
  Downers Grove, IL
  Downers Grove, IL
• 2019-07-15 → 2021-12-31
  Highpoint Planning Partners
  Downers Grove, IL
  Downers Grove, IL
• 2018-03-10 → 2019-06-25
  Td Ameritrade, Inc.
  Schaumburg, IL
• 2018-03-10 → 2019-06-25
  Td Ameritrade Investment Management, Llc
  Schaumburg, IL
• 2017-03-28 → 2018-03-10
  Scottrade Investment Management
  Saint Louis, MO
• 2016-10-31 → 2017-01-26
  Invest Financial Corporation
  Brighton, MI
• 2016-11-21 → 2017-01-25
  Executive Wealth Management, Llc
  Brighton, MI

Other Businesses

1. 7/5/2019 - Vertex Planning Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/05/2019 - 160 Hours Per Month/140 Hours During Securities Trading - Time Spent 100%. 2. 7/5/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/05/2019 - 35 Hours Per Month/20 Hours During Securities Trading - Time Spent 100%. 3. 04/14/2022 - Vertex Partners - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 01/03/2022 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% -I provide investment advisory services through Vertex Partners, an independent investment advisor firm. I started this business activity in 01/2022. 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. 4. 05/31/2023 - Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/19/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-10-31

Designations

Other Names

• Justin D'AGostino
• Justin John D'AGostino