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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED | 2021-11-01 |
Branch Locations
Rineyville, KY • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Volo | IL | 04/2014 | Present |
| Level Four Advisory Services | Volo | IL | 04/2014 | 08/2021 |
| Highpoint Advisor Group, Llc. | Volo | IL | 08/2021 | Present |
1. 10/13/2021 - HighPoint Advisor Group - DBA: (Hybrid) HighPoint Planning Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/27/2021 - 50 Hours Per Month/40 Hours During Securities Trading. 2. 10/13/2021 - HighPoint Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/27/2021 - 50 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through HighPoint Advisor Group, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 50 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-04 |
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