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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
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