DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Eric Jason Bartlett

Highpoint Planning Partnersindependent RIADowners Grove, Il dual registrantIAPD 5098332

Feed of 09/14/2026

At current firm

4 y

since Nov 1, 2021

In the industry

18 y

since Mar 4, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedhighpointplanningpartners.comfirm site, Sep 15, 2026
Professional profile: highpointplanningpartners.com/the-hpp-difference/our-team/eric-bartletreportedhighpointplanningpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Highpoint Planning Partners independent RIA current
since Nov 1, 2021 · Downers Grove, Il
Highpoint Advisor Group, LLC former
Aug 27, 2021 to Dec 31, 2021 · Volo, Il
Level Four Advisory Services BD affiliated
Apr 8, 2014 to Aug 27, 2021 · Volo, Il
Morgan Stanley wirehouse
Jun 1, 2009 to Apr 11, 2014 · Riverwoods, Il
Morgan Stanley & Co. LLC unclassified
Jul 7, 2008 to Jun 1, 2009 · Riverwoods, Il

Moves

a registration end followed by a registration begin elsewhere

Highpoint Advisor Group, LLC to Highpoint Planning Partners
left Dec 31, 2021, registered Nov 1, 2021 (-60 days) · corporate re-registration, not a move
Level Four Advisory Services to Highpoint Advisor Group, LLC
left Aug 27, 2021, registered Aug 27, 2021 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Morgan Stanley to Level Four Advisory Services
left Apr 11, 2014, registered Apr 8, 2014 (-3 days) · Other
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address