Michael David Bellis

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial Llc
  Downers Grove, IL
• 04/2016 → 04/2022
  Highpoint Advisor Group, Llc Dba Vertex Planning Partners, Llc
  Downers Grove, IL
• 03/2022 → Present
  Vertex Planning Partners, Llc
  Downers Grove, IL

Previous Registrations

• 2021-12-08 → 2022-04-29
  Highpoint Planning Partners
  Downers Grove, IL
  Downers Grove, IL
• 2016-04-12 → 2021-12-31
  Highpoint Planning Partners
  Downers Grove, IL
  Downers Grove, IL
• 2003-11-20 → 2009-09-08
  Waterstone Financial Group, Inc.
  Boston, MA
  Naperville, IL
  Warrenville, IL
• 1999-05-07 → 2003-11-20
  Veravest Investment Advisors, Inc.
  Des Plaines, IL

Other Businesses

1) 03/12/2010 - BELLIS & ASSOCIATES, LTD., LEADER'S PARTNERS IS PART OF THE INSURANCE NETWORK OF LPL. I DO PUT THE MAJORITY OF MY BUSINESS THROUGH LPL, BUT THERE ARE A FEW CARRIERS THAT LEADER'S PAYS ME DIRECT BECAUE THE CARRIES ARE NOT PART OF THE PREFERRED LPL PROVIDERS, 10%. 2) 03/12/2010 - BELLIS & ASSOCIATES, LTD., LONG TERM CARE THROUGH LTCI PARTNERS, LLC, NON-VARIABLE INSURANCE DBA, 2%. 3) 11/22/2011 - NON-VARIABLE INSURANCE / LEADER'S PARTNERS / 20% OF TIME SPENT. 4) 11/23/2011 - Bellis & Associates, Ltd. - DBA: Bellis & Associates Financial Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA - Time Spent 8% - Group Benefits ( Medical, Life, STD and LTD ) through Coordinated Benefits Group. 5) 11/23/2011- NON-VARIABLE INSURANCE DBA- BELLIS & ASSOCIATES, LTD., BELLIS & ASSOCIATES FINANCIAL SERVICES, PROPERTY & CASUALTY (HOME & AUTO & BUS INS ) THROUGH SECURE FUTURES INSURANCE AGENCY, 5% 6) 11/23/2011- NON-VARIABLE INSURANCE DBA, BELLIS & ASSOCIATES, LTD., BELLIS & ASSOCIATES FINANCIAL SERVICES, INDIVIDUAL DISABILITY INSURANCE THROUGH DISABILITY RESOURCE GROUP, 2% 7) 11/23/2011- NON-VARIABLE INSURANCE DBA, BELLIS & ASSOCIATES, LTD., BELLIS & ASSOCIATES FINANCIAL SERVICESI DO SELL A FEW FIXED ANNUITIES OUTSIDE OF LPL WITH VARIOUS CARRIERS, 1% 8) 03/18/2016; Vertex Planning Partners; DBA for LPL Business (entity for LPL business); INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE; 04/01/2016; This is a DBA for my LPL business. No other service are advertised under this name other than my LPL business. Only LPL registered associates have an interest in this entity. This is not an RIA. My RIA will be HighPoint Advisor Group. This is not an insurance agency.; 80 HRS/MO; 50 HRS DURING SECS TRADING HRS. 9) 4/13/2016: HighPoint Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 04/07/2016 - Started 04/07/2016 - 25 Hours Per Month/20 Hours Per Month During Securities Trading - IAR. 10) 9/14/2017: Pivot Property Partners, LLC - Investment Related - 3000 Woodcreek Drive, Downers Grove, IL 60515 - Real Estate Rental - Started 08/01/2017 - 2 Hours Per Month/0 Hours During Securities Trading. 11) 12/10/2020 - Vertex Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/1/2020 - 0 Hours Per Month/0 Hours During Securities Trading. 12) 1/13/2021 - Vertex Accounting Partners, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Partner - Started 01/01/2018 - 10 Hours Per Month/0 Hours During Securities Trading. 13) 04/14/2022 - Vertex Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 01/03/2022 - 40 Hours Per Month/ 40 Hours During Securities - I provide investment advisory services through Vertex Partners, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 40 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. 14) 05/26/2023 - Aspire Planning Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/19/2023 - 1 Hour Per Month/ During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-05
• S63 Uniform Securities Agent State Law Examination
  1993-07-29

Designations