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Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-04-30
  • IL RA
    APPROVED
    Since 2013-04-30

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

1023 West 55Th Street Suite 110, La Grange, IL 60525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bruce J. Skryd, Inc. La Grange IL 02/2011 Present
Forum Financial Management, Lp Lombard IL 04/2013 12/2024
Forum Financial Management. Lp Lombard IL 01/2025 Present
Previous Registrations
Other Businesses

Bruce J. Skryd, Inc.; Not investment-related; 1023 West 55th Street, Suite 110, LaGrange, IL 60525; Accounting and tax services; Owner, President, and Certified Public Accountant; 2/2011; 5-10 hours/month devoted; 1-5 hours during securities trading hours; Prepare personal and business tax returns.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-28
S63 Uniform Securities Agent State Law Examination 1990-09-24
  • S65 Uniform Investment Adviser Law Examination
    1997-10-28
  • S63 Uniform Securities Agent State Law Examination
    1990-09-24

View on SEC IAPD

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