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Advisor at HIGHPOINT PLANNING PARTNERS
DOWNERS GROVE, IL | Downers Grove, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HIGHPOINT PLANNING PARTNERS | Independent wealth | Nov 16, 2021 | n/a | yes | Downers Grove, IL|DOWNERS GROVE, IL | Current employment |
| PATRICIA A. HEATH & ASSOCIATES, INC. | Former SEC adviser | Nov 17, 2014 | Dec 31, 2015 | no | NORTHFIELD, IL | Previous registration |
| HIGHPOINT ADVISOR GROUP, LLC | Former SEC adviser | Jun 19, 2013 | Dec 31, 2021 | no | DOWNERS GROVE, IL|DOWNERS GROVE, IL | Previous registration |
| WILLIAM BLAIR & COMPANY L.L.C. | Bd affiliated wealth | Aug 7, 2006 | Aug 2, 2007 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HIGHPOINT ADVISOR GROUP, LLC | PATRICIA A. HEATH & ASSOCIATES, INC. | Dec 31, 2021 | Nov 17, 2014 | -2,601 | Firm change after gap | Other |
| PATRICIA A. HEATH & ASSOCIATES, INC. | HIGHPOINT PLANNING PARTNERS | Dec 31, 2015 | Nov 16, 2021 | 2,147 | Firm change after gap | Other |
| WILLIAM BLAIR & COMPANY L.L.C. | HIGHPOINT ADVISOR GROUP, LLC | Aug 2, 2007 | Jun 19, 2013 | 2,148 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 163768:140389:IL:2021-12-31 | Dec 31, 2021 | Nov 17, 2014 | DOWNERS GROVE, IL | Firm change after gap |
| 140389:316636:IL:2015-12-31 | Dec 31, 2015 | Nov 16, 2021 | NORTHFIELD, IL | Firm change after gap |