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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-09 |
| CO | RA | APPROVED | 2024-04-18 |
| TX | RA | APPROVED_RES | 2024-04-18 |
| IL | RA | APPROVED | 2023-11-06 |
Branch Locations
20646 Abbey Woods Ct N Suite 201, Frankfort, IL 60423 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Demarco Sciaccotta Wilkens Dunleavy, Llp | Frankfort | IL | 11/2009 | 10/2016 |
| Forum Financial Management, Lp | Lombard | IL | 10/2016 | 11/2023 |
| Lasalle St. Investment Advisors, Llc | Elmhurst | IL | 11/2023 | Present |
DeMarco Sciaccotta Wilkens & Dunleavy, LLP; Not investment-related; 20646 Abbey Woods Court North, Suite 201, Frankfort, IL 60423; CPA firm; Managing Partner; 11/2009; >160 hours/month devoted; 6-10 hours during securities trading hours; Management of firm; Elevate CPA Group, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-16 |
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