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Patrick J May

Vantage Point Financial, LLC

Lisle, IL

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Current Employers
Vantage Point Financial, Llc

2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-27
MO RA APPROVED 2023-08-17
  • TX RA
    APPROVED
    Since 2025-07-27
  • MO RA
    APPROVED
    Since 2023-08-17

Branch Locations

2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. St. Louis MO 03/2006 02/2018
Prosperity Capital Advisors Westlake OH 02/2018 07/2023
The Chamberlin Group Tax & Wealth Advisors St. Louis MO 02/2018 06/2023
Vantage Point Financial, Llc Lisle IL 07/2023 Present
Previous Registrations
  • 2018-02-23 → 2023-06-30
    St. Louis, MO
    Westlake, OH
  • 2016-04-29 → 2018-02-13
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

1) Mr. May is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. May spends approx. 10 hrs/week during trading hours on this activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-29
S63 Uniform Securities Agent State Law Examination 2006-10-12
  • S66 Uniform Combined State Law Examination
    2016-04-29
  • S63 Uniform Securities Agent State Law Examination
    2006-10-12
Designations

View on SEC IAPD

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