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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 2025-07-21
  • IL RA
    APPROVED
    Since 2025-07-21

Branch Locations

10 Illinois Street Suite 120, St. Charles, IL 60174 • 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
Morgan Stanley Chicago IL 11/2023 03/2024
Old Second National Bank Bloomingdale IL 05/2019 10/2023
West Suburban Bank Bloomingdale IL 05/2019 10/2023
Best Buy Bloomingdale IL 03/2015 05/2019
Apple Inc. Naperville IL 07/2024 01/2025
Lpl Financial, Llc St. Charles IL 04/2025 Present
Unemployed St. Charles IL 04/2024 06/2024
Highpoint Advisor Group, Llc D/B/A Onpath Financial Llc St. Charles IL 04/2025 Present
  • 11/2023 → 03/2024
    Morgan Stanley
    Chicago, IL
  • 05/2019 → 10/2023
    Old Second National Bank
    Bloomingdale, IL
  • 05/2019 → 10/2023
    West Suburban Bank
    Bloomingdale, IL
  • 03/2015 → 05/2019
    Best Buy
    Bloomingdale, IL
  • 07/2024 → 01/2025
    Apple Inc.
    Naperville, IL
  • 04/2025 → Present
    Lpl Financial, Llc
    St. Charles, IL
  • 04/2024 → 06/2024
    Unemployed
    St. Charles, IL
  • 04/2025 → Present
    Highpoint Advisor Group, Llc D/B/A Onpath Financial Llc
    St. Charles, IL
Other Businesses

1) 04/24/2025 - OnPath Financial, LLC - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Inv Rel - Start date: 03/10/2025 - 160hrs/mnth 7 hrs during trading 2) 04/24/2025 - Creme Design Studios LLC; Not investment-related; Graphic design; Home address; Owner; 10/18/2022; 3 hours per month; 0 during trading hours; Book keeper 3) 08/12/2025 - HighPoint Advisor Group, LLC - Registered Investment Advisor Hybrid - At reported business location(s) - Inv Rel - Start date: 03/10/2025 - 6.5hrs/mnth 6.5 hrs during trading. I provide administrative support to HighPoint Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 6.5 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-19
S63 Uniform Securities Agent State Law Examination 2024-02-12
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19
  • S63 Uniform Securities Agent State Law Examination
    2024-02-12

View on SEC IAPD

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