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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Highpoint Advisor Group, Llc | Downers Grove | IL | 08/2024 | Present |
| Heritage Wealth Llc | Naperville | IL | 06/2024 | 08/2024 |
| Wheaton Academy | West Chicago | IL | 05/2019 | 05/2024 |
| Student | Upland | IN | 09/2014 | 05/2019 |
| Wheaton Academy | West Chicago | IL | 03/2019 | Present |
| Lpl Financial Llc | Downers Grove | IL | 07/2025 | Present |
1. 07/15/2025 - Professional Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 40 Hrs During Trading. - At Reported Business Location(s) - OBA Start Date: 09/03/2024 2. 07/15/2025 - Wheaton Academy High School - Outside/W-2 Employment - Not Investment Related - 20 Hrs/Mth - 0 Hrs During Trading. - West Chicago, IL 60185 - OBA Start Date: 03/01/2019 3. 07/22/2025 - HighPoint Advisor Group, LLC - Registered Investment Advisor Hybrid - Inv rel - At reported business location(s) - Start date: 09/03/2024 - 160 Hrs/Mth - 40 Hrs During Trading. I provide administrative support to HighPoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 9/2024. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-01 |
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