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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
1100 Alma Street Suite 200, Menlo Park, CA 94025 • United States
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 |
|---|---|---|---|---|
| Investor'S Capital Management, Llc | Menlo Park | CA | 11/2006 | 08/2023 |
| Forum Financial Management, Lp | Lombard | IL | 05/2023 | Present |
| Forum Financial Management, Lp | Lombard | IL | 08/2023 | Present |
1) ChemGrout Inc. / ChemGrout Holdings, LLLP; Not investment-related; 805 East 31st Street, #1, La Grange Park, IL 60526; Manufacturing of grouting equipment; Member of the Board of Directors; 4/2022; 8 hours/month devoted; 0 hours during securities trading hours; Prepare for board meetings, take board meeting minutes, and help research on various topics for the organization. 2) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 08/2023; 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-23 |
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