Brandon J. Lilly

Current Employers

Employment History

• 01/2023 → 04/2024
  J.P. Morgan Securities Llc
  Elgin, IL
• 10/2021 → 01/2023
  Derose Financial Planning Group
  Chicago, IL
• 12/2004 → 10/2021
  Advocate Christ Medical Center
  Oak Lawn, IL
• 01/2021 → 09/2021
  Jpmorgan Chase Bank, N.A.
  Elmhurst, IL
• 05/2024 → Present
  Highpoint Advisor Group, Llc
  St. Charles, IL
• 05/2024 → Present
  Lpl Financial Llc
  St. Charles, IL
• 12/2012 → 01/2021
  Advocate Christ Medical Center
  Oak Lawn, IL

Other Businesses

1) 05/15/2024 - On Path Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - Saint Charles, IL 60174 2) 09/03/2024 - On Path Financial - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/13/2024 - 160 Hours Per Month/ 8 Hours During Trading 3) 09/03/2024 - HighPoint Advisor Group - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/13/2024 - 160 Hours per Month/ During Trading - I provide investment advisory services through HighPoint Advisor Group, an independent investment advisor firm. I started this business activity in 5/2024. 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-22
• S63 Uniform Securities Agent State Law Examination
  2023-05-09

Other Names

• Brandon James Lilly
• Brandon J. Lilly
• Brandon J Lilly