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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-23 |
Branch Locations
15255 S. 94Th Avenue, Suite 602, Orland Park, IL 60462 • United States
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Depaul University | Chicago | IL | 09/2015 | 05/2018 |
| Cbre | Chicago | IL | 05/2017 | 09/2017 |
| Lpl Financial, Llc | Orland Park | IL | 01/2019 | Present |
| Unemployed | Orland Park | IL | 05/2018 | 01/2019 |
| Highpoint Advisor Group, Llc | Orland Park | IL | 10/2021 | Present |
1. 8/4/2021 - Lloyd Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 8/12/2021 - HighPoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 7/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide administrative support to HighPoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 7/2021. 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. 3. 8/12/2021 - HighPoint Advisor Group, LLC - DBA: (Hybrid) High Point Planning Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 7/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
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