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Marie Elizabeth Stark

Forum Financial Management, LP

Cohoes, NY

Lombard, IL

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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-22
  • NY RA
    APPROVED
    Since 2021-04-22

Branch Locations

132 Mohawk Street, Cohoes, NY 12047 • United States

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • 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
Stark And Basila Cpas Pc Cohoes NY 11/2012 11/2022
Purshe Kaplan Sterling Investments Albany NY 09/2016 10/2020
Forum Financial Management, Lp Lombard IL 09/2016 Present
Stark & D'APrile Cpas Pc Cohoes NY 12/2022 Present
Forum Financial Management, Lp Lombard IL 01/2021 Present
  • 11/2012 → 11/2022
    Stark And Basila Cpas Pc
    Cohoes, NY
  • 09/2016 → 10/2020
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2016 → Present
    Lombard, IL
  • 12/2022 → Present
    Stark & D'APrile Cpas Pc
    Cohoes, NY
  • 01/2021 → Present
    Lombard, IL
Other Businesses

1) Stark & D'Aprile CPAs PC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Accounting and tax services; President and Certified Public Accountant; 06/1986; 65 hours/month devoted; 65 hours during securities trading hours; Accounting and tax services. 2) Sole Proprietor; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Insurance sales; Insurance agent; 8/2000; 2 hours/month devoted; 2 hours during securities trading hours; Insurance sales. 3) 132 Mohawk Street LLC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Real estate; Member; 6/2000; 5 hours/month devoted; 5 hours during securities trading hours; Collect rent and manage property. 4) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2021; 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-08
  • S66 Uniform Combined State Law Examination
    1999-12-08
Other Names
  • Marie Bisognano

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