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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-06 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
9661 W 143Rd Street 101, Orland Park, IL 60462 • United States
525 Tyler Rd Suite T, St. Charles, IL 60174 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-12-18 |
Branch Locations
171 W Wing St Suite 204B, Arlington Heights, IL 60005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lauterbach & Amen, Llp | Naperville | IL | 06/2014 | 11/2016 |
| Bill Hickey & Associates, Inc. | Orland Park | IL | 11/2016 | 09/2020 |
| Avantax Investment Services, Inc. | Orland Park | IL | 12/2019 | 09/2020 |
| Avantax Advisory Services, Inc. | Orland Park | IL | 12/2019 | 09/2020 |
| Casey Moss Tax & Accounting, Llc | Naperville | IL | 09/2020 | Present |
| Wela Financial | Libertyville | IL | 09/2020 | 09/2021 |
| Capital Pointe | Glenview | IL | 09/2021 | 07/2026 |
| Highpoint Advisor Group, Llc | Orland Park | IL | 07/2026 | Present |
1) Casey Moss Tax & Accounting, LLC; Not investment-related; 50 S Main St, 200, Naperville, IL 60540; Accounting and tax preparation; Accountant / Chief Executive Officer; Manage accounting firm, client relationships, employees working for firm; Prepare and file income tax returns; Approx. 50% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-07 |
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