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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-12-17 |
| TX | RA | APPROVED | 2021-12-08 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
10 West Illinois Street Suite 120, St. Charles, IL 60174 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | St. Charles | IL | 07/2010 | Present |
| Highpoint Planning Partners Dba Onpath Financial | St. Charles | IL | 10/2013 | Present |
1. 07/08/10 - ONPATH FINANCIAL, LLC/ DBA ONLY/ ST. CHARLES, IL 2. 10/21/2010 - NON-VARIABLE INSURANCE, ONE RESOURCE GROUP, 2%. 3. 11/4/2013: REGISTERED INVESTMENT ADVISOR - HIGHPOINT PLANNING PARTNERS DBA ONPATH FINANCIAL - HIGHPOINT PLANNING PARTNERS - TIME SPENT 30% - ST. CHARLES, IL. 4. 07/29/2014 -HIGHPOINT ADVISOR GROUP , LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 80 HOURS PER MONTH - ST. CHARLES, IL. 5. 1/24/2020 - Menough Wealth Management LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-18 |
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