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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-12-08 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Batavia, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Downers Grove | IL | 01/2016 | Present |
| Highpoint Advisor Group, Llc D/B/A Highpoint Planning Partners | Downers Grove | IL | 01/2016 | Present |
1. 1/7/2016: HighPoint Planning Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/4/2016 2. 2/3/2016: HighPoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/07/2016 - 160 Hours Per Month/8 Hours During Securities Trading - IAR. 3. 2/3/2016: Highpoint Advisor Group, LLC - DBA: Highpoint Planning Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/07/2016 - Provide financial advice at hourly rates.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-10 |
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