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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-29 |
| IL | RA | APPROVED | 2012-04-02 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management Lp | Lombard | IL | 04/2012 | Present |
| Forum Financial Management, Lp | Lombard | IL | 07/2016 | Present |
1) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 07/2016; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement. 2) 7 Guys Office Condo LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Reale estate entity owning office condominiums; Member; 06/2018; Less than 5 hours per month; Less than 5 hours during securities trading hours; No direct activities, real estate investment.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-21 |
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