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James David Huskin

Forum Financial Management, LP

Lombard, IL

Mequon, WI

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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-08-31
  • WI RA
    APPROVED
    Since 2016-08-31

Branch Locations

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

10556 North Port Washington Road Suite 201, Mequon, WI 53092 • 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
Forum Financial Management, Lp Lombard IL 08/2016 Present
Previous Registrations
  • 2008-03-12 → 2012-05-02
    Edward Jones
    Brown Deer, WI
    Mequon, WI
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-01
  • S66 Uniform Combined State Law Examination
    2008-03-01
Designations

View on SEC IAPD

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