Robert Andrew Perez

Current Employers

Employment History

• 05/2009 → Present
  Lpl Financial, Llc
  St. Charles, IL
• 10/2013 → Present
  Highpoint Advisor Group, Llc (Dba: On Path Financial)
  St. Charles, IL

Previous Registrations

• 2013-11-12 → 2021-12-31
  Highpoint Planning Partners
  St. Charles, IL
  Downers Grove, IL
  St. Charles, IL
• 2005-01-10 → 2009-05-13
  Ameriprise Advisor Services, Inc.
  St. Charles, IL
  St. Charles, IL

Other Businesses

1. 06/30/09 - NON-VARIABLE INSURANCE - OFFERING HEALTH INSURANCE. 2. 11/4/2013: HighPoint Advisor Group, LLC - DBA: OnPath Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 50% - Provide financial plans for a fixed fee. 3. 07/29/2014 - HIGHPOINT ADVISOR GROUP, LLC - REGISTERED INVESTMENT ADVISOR HYBRID -ST. CHARLES, IL 4. 5/30/2018 - RP WEALTH ADVISORS, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/30/2017 - 1 Hour Per Month/0 Hours During Securities Trading. 5. 07/17/2024 - Elevation Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2024 - 20 Hours Per Month/ 1 Hour During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-07
• S63 Uniform Securities Agent State Law Examination
  1999-03-05

Designations