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RIA / WealthAdvisorCertified Financial Planner17 years in industry

TAMMY TALYA BILLADEAU

Advisor at VERTEX PARTNERS

DOWNERS GROVE, IL

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Search this name across graphsid dfx:ria:9fd6b366-92b3-b7b5-54cc-cd4e32955368

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERTEX PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 24, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S65
First exam: Jan 24, 2009
First registration: Jan 26, 2009
Dual registered: no
Other names: TAMMY TALYA|TAMMY BILLADEAU
IAPD individual key: 5510003

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERTEX PARTNERS	Independent wealth	Mar 31, 2022	n/a	yes	DOWNERS GROVE, IL	Current employment
HIGHPOINT PLANNING PARTNERS	Independent wealth	Nov 16, 2021	Apr 29, 2022	no	DOWNERS GROVE, IL\|Downers Grove, IL	Previous registration
HIGHPOINT ADVISOR GROUP, LLC	Former SEC adviser	May 23, 2019	Dec 31, 2021	no	Downers Grove, IL\|DOWNERS GROVE, IL	Previous registration
CHURCHILL MANAGEMENT GROUP	Former SEC adviser	Oct 19, 2015	May 8, 2019	no	Wheaton, IL	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Jun 22, 2015	Oct 7, 2015	no	SANTA BARBARA, CA	Previous registration
MISSION WEALTH MANAGEMENT, LP	Independent wealth	Jul 9, 2010	Dec 12, 2013	no	SANTA BARBARA, CA	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jan 26, 2009	Sep 15, 2009	no	SANTA BARBARA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHPOINT PLANNING PARTNERS	VERTEX PARTNERS	Apr 29, 2022	Mar 31, 2022	-29	Firm change	RIA to new firm
HIGHPOINT ADVISOR GROUP, LLC	HIGHPOINT PLANNING PARTNERS	Dec 31, 2021	Nov 16, 2021	-45	Bulk transfer	RIA to new firm
CHURCHILL MANAGEMENT GROUP	HIGHPOINT ADVISOR GROUP, LLC	May 8, 2019	May 23, 2019	15	Firm change	RIA to RIA
SAGEPOINT FINANCIAL, INC.	CHURCHILL MANAGEMENT GROUP	Oct 7, 2015	Oct 19, 2015	12	Firm change	Other
MISSION WEALTH MANAGEMENT, LP	SAGEPOINT FINANCIAL, INC.	Dec 12, 2013	Jun 22, 2015	557	Firm change after gap	Other
MERCER GLOBAL ADVISORS INC.	MISSION WEALTH MANAGEMENT, LP	Sep 15, 2009	Jul 9, 2010	297	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
316636:316839:IL:2022-04-29	Apr 29, 2022	Mar 31, 2022	DOWNERS GROVE, IL	Firm change

Relationships

Registered with (7)

→ VERTEX PARTNERSRegistered adviserregistration: current employment
Mar 31, 2022 to presentfactForm ADV
→ HIGHPOINT PLANNING PARTNERSRegistered adviserregistration: previous registration
Nov 16, 2021 to Apr 29, 2022factForm ADV
→ HIGHPOINT ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
May 23, 2019 to Dec 31, 2021factForm ADV
→ CHURCHILL MANAGEMENT GROUPRegistered adviserregistration: previous registration
Oct 19, 2015 to May 8, 2019factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Jun 22, 2015 to Oct 7, 2015factForm ADV
→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: previous registration
Jul 9, 2010 to Dec 12, 2013factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Jan 26, 2009 to Sep 15, 2009factForm ADV

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
Tammy Talya Billadeau left Highpoint Planning Partners for Vertex Partners (registered 2022-03-31)
Form ADVobserved 5 days ago