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Kimberly Rae Taylor

Highpoint Planning Partners

Downers Grove, IL

Palatine, IL

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Current Employers
Highpoint Planning Partners

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-03
  • IL RA
    APPROVED
    Since 2024-06-03

Branch Locations

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • United States

220 North Smith Street Suite 305, Palatine, IL 60067 • 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
Vantage Financial Partners Limited Arlington Heights IL 04/2006 07/2024
Highpoint Advisor Group, Llc Palatine IL 05/2024 Present
  • 04/2006 → 07/2024
    Vantage Financial Partners Limited
    Arlington Heights, IL
  • 05/2024 → Present
    Highpoint Advisor Group, Llc
    Palatine, IL
Previous Registrations
  • 2009-01-30 → 2024-07-31
    Vantage Financial Partners Limited
    Arlington Heights, IL
  • 2007-07-10 → 2009-08-31
    Lpl Financial Llc
    Arlington Hts, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-09
  • S66 Uniform Combined State Law Examination
    2007-07-09
Other Names
  • Kimberly Rae Lawson
  • Kimberly Taylor

View on SEC IAPD

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ARBOR FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
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