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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-29 |
| TX | RA | APPROVED | 2015-08-26 |
| IL | RA | APPROVED | 2013-10-24 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 10/2013 | Present |
| Senesac & Lennon, Ltd | Sarasota | FL | 05/1994 | Present |
1) Senesac & Lennon, Ltd.; Not investment-related; 800 N. Tamiami Trail Unit 1501 Sarasota, FL.; Tax and accounting services; Consultant; 5/1994; 1-5 hours/month devoted; 1-5 hours during securities trading hours; Tax return planning and preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-16 |
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