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2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-23 |
Branch Locations
2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States
2443 Warrenville Road Suite 630, Lisle, IL 60532 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Boulder | CO | 06/2012 | 10/2024 |
| Vantage Point Financial Llc | Lisle | IL | 05/2025 | Present |
| Unemployed | Elk Grove Village | IL | 10/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-15 |
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