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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

JUSTIN JOHN DAGOSTINO

Advisor at VERTEX PARTNERS

DOWNERS GROVE, IL

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Search this name across graphsid dfx:ria:f0eb754a-ca31-825c-2d84-1ab8f260f87b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Oct 31, 2016 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: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 31, 2016
First registration: Oct 31, 2016
Dual registered: yes, broker-dealer
Other names: JUSTIN D'AGOSTINO|JUSTIN JOHN D'AGOSTINO
IAPD individual key: 6507882

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 2, 2021	Apr 29, 2022	no	DOWNERS GROVE, IL\|DOWNERS GROVE, IL	Previous registration
HIGHPOINT ADVISOR GROUP, LLC	Former SEC adviser	Jul 15, 2019	Dec 31, 2021	no	DOWNERS GROVE, IL\|Downers Grove, IL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 10, 2018	Jun 25, 2019	no	Schaumburg, IL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 10, 2018	Jun 25, 2019	no	Schaumburg, IL	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Mar 28, 2017	Mar 10, 2018	no	SAINT LOUIS, MO	Previous registration
EXECUTIVE WEALTH MANAGEMENT, LLC	Former SEC adviser	Nov 21, 2016	Jan 25, 2017	no	BRIGHTON, MI	Previous registration
INVEST FINANCIAL CORPORATION	Former SEC adviser	Oct 31, 2016	Jan 26, 2017	no	BRIGHTON, MI	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 2, 2021	-59	Bulk transfer	RIA to new firm
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	HIGHPOINT ADVISOR GROUP, LLC	Jun 25, 2019	Jul 15, 2019	20	Firm change	RIA to RIA
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jun 25, 2019	Mar 10, 2018	-472	Channel change	Other
SCOTTRADE INVESTMENT MANAGEMENT	TD AMERITRADE, INC.	Mar 10, 2018	Mar 10, 2018	0	Channel change	Other
INVEST FINANCIAL CORPORATION	EXECUTIVE WEALTH MANAGEMENT, LLC	Jan 26, 2017	Nov 21, 2016	-66	Firm change after gap	Other
EXECUTIVE WEALTH MANAGEMENT, LLC	SCOTTRADE INVESTMENT MANAGEMENT	Jan 25, 2017	Mar 28, 2017	62	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 (8)

→ VERTEX PARTNERSRegistered adviserregistration: current employment
Mar 31, 2022 to presentfactForm ADV
→ HIGHPOINT PLANNING PARTNERSRegistered adviserregistration: previous registration
Nov 2, 2021 to Apr 29, 2022factForm ADV
→ HIGHPOINT ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
Jul 15, 2019 to Dec 31, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 10, 2018 to Jun 25, 2019factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 10, 2018 to Jun 25, 2019factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Mar 28, 2017 to Mar 10, 2018factForm ADV
→ INVEST FINANCIAL CORPORATIONRegistered adviserregistration: previous registration
Oct 31, 2016 to Jan 26, 2017factForm ADV
→ EXECUTIVE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 21, 2016 to Jan 25, 2017factForm ADV

Dated events

Occurred
Apr 29, 2022
Advisor changed firm
Justin John Dagostino left Highpoint Planning Partners for Vertex Partners (registered 2022-03-31)
Form ADVobserved 6 days ago