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Current Employers
Highpoint Planning Partners

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-30
IL RA APPROVED 2023-08-31
  • FL RA
    APPROVED
    Since 2025-09-30
  • IL RA
    APPROVED
    Since 2023-08-31

Branch Locations

700 Commerce Drive Suite 500, Oak Brook, IL 60523 • United States

2651 Warrenville Road Suite 200, Downers Grove, IL 60515 • 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
Highpoint Advisor Group, Llc Naperville IL 08/2023 Present
Fairway Independent Mortgage Corporation Elmhurst IL 12/2021 06/2023
Asset Mutual Mortgage Corporation Lombard IL 06/2020 12/2021
Jaguar Land Rover Hinsdale Hinsdale IL 11/2019 06/2020
Jaguar Land Rover Schaumburg Schaumburg IL 10/2014 11/2019
  • 08/2023 → Present
    Highpoint Advisor Group, Llc
    Naperville, IL
  • 12/2021 → 06/2023
    Fairway Independent Mortgage Corporation
    Elmhurst, IL
  • 06/2020 → 12/2021
    Asset Mutual Mortgage Corporation
    Lombard, IL
  • 11/2019 → 06/2020
    Jaguar Land Rover Hinsdale
    Hinsdale, IL
  • 10/2014 → 11/2019
    Jaguar Land Rover Schaumburg
    Schaumburg, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-31
  • S65 Uniform Investment Adviser Law Examination
    2023-08-31

View on SEC IAPD

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