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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-05-07 |
Branch Locations
280 Shuman Boulevard 140, Naperville, IL 60563 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Naperville | IL | 01/2025 | Present |
| Fenwick High School | Oak Park | IL | 08/2006 | 03/2020 |
| Reebie Storage And Moving | Franklin Park | IL | 06/2012 | 09/2019 |
| Highpoint Advisor Group, Llc | Naperville | IL | 06/2020 | Present |
1) 12/11/2024 - Notary Public - Investment Related - Home Based - Notary - Start Date:07/19/2023. 2) 12/11/2024 - Hot Water History - Investment Related - Home Based - Speaker - Start Date:03/01/2021. 3) 12/11/2024 - Hot Water History - Not Investment Related - None - Podcast - Start Date:02/23/2022 - 8Hrs/Mth - Hrs During Trading. 4) 12/11/2024 - Hot Water History - Not Investment Related - Home Based - Author Blog - Start Date:01/27/2019 - 2 Hrs/Mth - Hrs During Trading. 5) 12/11/2024 - Round Hill Wealth Management - Investment Related - At reported business locations - DBA for LPL Business (entity for LPL business) - Start Date:07/06/2024 - 160Hrs/Mth - 8 Hrs During Trading. 6) 12/11/2024 - Gary Richied-SELF - Author - Not Investment Related - Home Based - Start Date 7/4/2022- 2 hours per month/ 0 hours during trading 7) 12/11/2024- Hot H2O History.com- Business Owner- Not investment-related- Home Based- Start Date 1/01/2019 - 5 hours per month/ 0 hours during trading 8) 12/11/2024 - Hot Water History - Not Investment Related - Home Based - Business Owner - Start date:04/01/2022 - 1 Hrs/Mth - Hrs During Trading. 9) 12/11/2024 - Hot Water History - Not Investment Related - Home Based - Film Reviews - Start Date:08/01/2021. 10) 12/11/2024 - Hot Water History - Not Investment Related - Home Based - Book Reviews - Start Date:.12/01/2001. 11) 12/11/2024 - Hot Water History - Not Investment Related - Home Based - Business Owner - Start Date:01/30/2020 - 2Hrs/Mth - Hrs During Trading. 12) 04/29/2025 - Highpoint Planning Partners - Investment Related - At reported business locations - Registered Investment Advisor Hybrid - Start Date:4/23/2020 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Highpoint Planning Partners, an independent investment advisor firm. I started this business activity in 7/2024. 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. 13) 04/29/2025 - Round Hill Wealth Management- Investment Related - At reported business locations - Registered Investment Advisor DBA - Start Date:07/06/2024 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-07 |
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