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Christopher Charles Huston

Vertex Partners

Downers Grove, IL

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Current Employers
Vertex Partners

3000 Woodcreek Drive Suite 100, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-03-31
  • IL RA
    APPROVED
    Since 2022-03-31

Branch Locations

3000 Woodcreek Drive Suite 100, 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
Lpl Financial, Llc Downers Grove IL 03/2016 03/2025
Highpoint Advisor Group, Llc; D/B/A Vertex Planning Partners Downers Grove IL 03/2016 Present
Vertex Planning Partners, Llc Downers Grove IL 03/2022 Present
  • 03/2016 → 03/2025
    Lpl Financial, Llc
    Downers Grove, IL
  • 03/2016 → Present
    Highpoint Advisor Group, Llc; D/B/A Vertex Planning Partners
    Downers Grove, IL
  • 03/2022 → Present
    Vertex Planning Partners, Llc
    Downers Grove, IL
Previous Registrations
  • 2021-11-02 → 2022-04-29
    Downers Grove, IL
    Downers Grove, IL
  • 2016-11-14 → 2021-12-31
    Highpoint Planning Partners
    Downers Grove, IL
    Downers Grove, IL
Other Businesses

1. 03/18/2016 * Vertex Planning Partners * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * This business is used solely for LPL business. It is a DBA for my LPL business. Only LPL registered associates have an interest in this entity. This is not an insurance agency or an RIA. * START 04/01/2016 * 50 HRS/MO DURING SECS TRDG HRS. 2. 01/19/2022 - Reflexivity LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/04/2022 - 40 Hours Per Month/40 Hours During Securities Trading. 3. 04/14/2022 - VERTEX PARTNERS - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/03/2022 - 180 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 180 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. 05/26/2023 - Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/19/2023 - 1 Hour Per Month/ During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-12
S63 Uniform Securities Agent State Law Examination 2006-01-13
  • S65 Uniform Investment Adviser Law Examination
    2016-04-12
  • S63 Uniform Securities Agent State Law Examination
    2006-01-13
Other Names
  • Christopher Huston

View on SEC IAPD

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