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2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-02-28 |
Branch Locations
2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States
1701 E Lake Ave Suite 257, Glenview, IL 60025 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook | IL | 07/2014 | 05/2018 |
| Bank Of America, N.A. | Northbrook | IL | 02/2015 | 05/2018 |
| Financial Engines Advisors L.L.C. | Northbrook | IL | 06/2018 | 09/2018 |
| Kovack Securiites, Inc. | Fort Lauderdale | FL | 09/2018 | 02/2022 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 09/2018 | 02/2022 |
| Highpoint Planning Group | Glenview | IL | 02/2022 | Present |
1)DBA: INTRINSIC WEALTH MANAGEMENT TEAM - 1701 E LAKE AVE, SUITE 257, GLENVIEW, IL 60025; FINANCIAL ADVISOR; INVESTMENT ADVISOR AND BROKER; INVESTMENT-RELATED BUSINESS; 100% OF TIME SPENT 2)INSURANCE - GLENVIEW, IL; PRODUCER; SELLING TERM, WHOLE LIFE, AND FIXED INDEXED ANNUITY FMO; NON BUSINESS INVESTMENT-RELATED BUSINESS; 5% OF TIME SPENT 3) WEALTHVEST - 101 MONTGOMERY STREET SUITE 2425, SAN FRANCISCO, CA 94104; FMO FOR FIXED INSURANCE; INVESTMENT RELATED BUSINESS; 5% OF TIME SPENT ON ACTIVITY 4) AIRBNB VACATION RENTAL- 2318 W. BLOOMINGDALE AVE, B, CHICAGO, IL 60647; NON-INVESTMENT RELATED; RENTING, MANAGING TENANTS AND REFRESHING UNITS; OWNER; 2% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-29 |
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