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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-03 |
Branch Locations
5050 Quorum Drive, Dallas, TX 75254 • United States
176 Mcmakin Road, Bartonville, TX 76226 • United States
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Plano, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Plano | TX | 09/2015 | 09/2016 |
| Lpl Financial Llc | Plano | TX | 05/2016 | Present |
| Advisor Resource Council | Dallas | TX | 06/2018 | 02/2025 |
| Highpoint Advisor Group, Llc | Plano | TX | 02/2025 | Present |
| Lpl Financial Llc | Dallas | TX | 05/2024 | 03/2025 |
1) 06/24/2021 - Dovetail Residential - Investment Related - Lantana, Texas - Real Estate Rental - Owner - Started 08/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 2) 04/20/2023 - Tomorrowsassets - Business Owner - Not Investment Related - Lantana, TX - Start Date 03/01/2023 - 5 hours per month/ 0 hours during trading 3) 06/12/2023 - Alora Distribution - Not Investment Related - Lantana, TX - Business Owner - Owner - Start Date 07/03/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading 4) 03/07/2025 - Tomorrow's Wealth Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date 03/03/2025 - 160 Hrs/Mth/ During Trading 5) 03/10/2025 - Tomorrow's Wealth Planning - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date 03/03/2025 - 160 Hrs/Mth/ During Trading 6) 03/11/2025 - Highpoint Advisor Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth/ During Trading - I provide investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 7) 03/12/2025 - Tomorrow's Wealth Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 03/03/2025 - 160 Hrs/Mth/ During Trading - I provide investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
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