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Current Employers
Highpoint Planning Partners

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-02-02
  • IL RA
    APPROVED
    Since 2022-02-02

Branch Locations

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

10 W. Illinois Street #120, St. Charles, IL 60174 • 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
Tlc Camp Lombard IL 07/2014 Present
College Of Dupage Glen Ellyn IL 08/2014 05/2017
Addison Ice Rink Addison IL 12/2014 01/2019
Elmhurst University Elmhurst IL 08/2017 12/2019
Byline Bank Schaumburg IL 12/2018 01/2020
Byline Bank Schaumburg IL 01/2020 03/2021
Byline Bank Schaumburg IL 03/2021 06/2021
Lpl Financial, Llc St. Charles IL 06/2021 Present
Highpoint Planning Partners Wheaton IL 06/2021 Present
  • 07/2014 → Present
    Tlc Camp
    Lombard, IL
  • 08/2014 → 05/2017
    College Of Dupage
    Glen Ellyn, IL
  • 12/2014 → 01/2019
    Addison Ice Rink
    Addison, IL
  • 08/2017 → 12/2019
    Elmhurst University
    Elmhurst, IL
  • 12/2018 → 01/2020
    Byline Bank
    Schaumburg, IL
  • 01/2020 → 03/2021
    Byline Bank
    Schaumburg, IL
  • 03/2021 → 06/2021
    Byline Bank
    Schaumburg, IL
  • 06/2021 → Present
    Lpl Financial, Llc
    St. Charles, IL
  • 06/2021 → Present
    Wheaton, IL
Other Businesses

1)09/07/2021 - OnPath Financial, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)09/07/2021 - OnPath Private Client - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3) 9/20/2021 - HighPoint Advisor Group - DBA: (Hybrid) On Path Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - REGISTERED ADMIN. - Started 06/28/2021 - 170 Hours Per Month During Securities Trading - I provide administrative support to Highpoint Advisor Group, an independent investment advisor firm. I started this business activity in 06/2021. I expect to spend approximately 170 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
  • S66 Uniform Combined State Law Examination
    2021-12-13
Designations
Other Names
  • Chase Colton Lavery

View on SEC IAPD

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