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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-12-04 |
Branch Locations
15 Salt Creek Lane Suite 312, Hinsdale, IL 60521 • United States
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
15 Salt Creek Lane Suite 312, Hinsdale, IL 60521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2007-01-26 |
Branch Locations
15 Salt Creek Lane Suite 312, Hinsdale, IL 60521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Donatelli & Coules Financial Advisors, Llc | Hinsdale | IL | 07/2006 | Present |
| Donatelli & Coules, Ltd. | Hinsdale | IL | 01/1992 | Present |
| Forum Financial Managment, Lp | Llombard | IL | 12/2013 | Present |
1) Donatelli & Coules Financial Advisors, LLC; Investment-related; 15 Salt Creek Lane, Suite 312, Hinsdale, IL 60521; Investment services and financial planning; President; 7/2006; 5 hours/month devoted; 0 hours during securities trading hours; Recordkeeping and maintaining registration of firm with State of Illinois and FINRA. 2) Donatelli & Coules, Ltd.; Not investment-related; 15 Salt Creek Lane, Suite 312, Hinsdale, IL 60521; Attorneys at Law; President; 1/1992; 200 hours/month devoted; 200 hours during securities trading hours; President and shareholder of business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-11 |
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