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Advisor at HIGHPOINT PLANNING PARTNERS
DOWNERS GROVE, IL | Palatine, 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 | Jun 3, 2024 | n/a | yes | DOWNERS GROVE, IL|Palatine, IL | Current employment |
| VANTAGE FINANCIAL PARTNERS LIMITED | Former SEC adviser | Nov 13, 2013 | Jul 31, 2024 | no | ARLINGTON HEIGHTS, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VANTAGE FINANCIAL PARTNERS LIMITED | HIGHPOINT PLANNING PARTNERS | Jul 31, 2024 | Jun 3, 2024 | -58 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 123351:316636:IL:2024-07-31 | Jul 31, 2024 | Jun 3, 2024 | ARLINGTON HEIGHTS, IL | Firm change after gap |