Best Investors Account Sign in
Inactive

Robert Ian Wurzburg

Forum Financial Management, LP

San Antonio, TX

Lombard, IL

Claim This Profile
Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-01-15
  • TX RA
    APPROVED_RES
    Since 2024-01-15

Branch Locations

San Antonio, TX • 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
Flywheel Capital Partners Chicago IL 08/2016 04/2018
Paylocity Schaumburg IL 05/2018 07/2019
Unemployed Chicago IL 07/2019 05/2021
Forum Financial Management, Lp Lombard IL 06/2021 Present
  • 08/2016 → 04/2018
    Flywheel Capital Partners
    Chicago, IL
  • 05/2018 → 07/2019
    Paylocity
    Schaumburg, IL
  • 07/2019 → 05/2021
    Unemployed
    Chicago, IL
  • 06/2021 → Present
    Forum Financial Management, Lp
    Lombard, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-21
S63 Uniform Securities Agent State Law Examination 2012-09-12
  • S65 Uniform Investment Adviser Law Examination
    2021-06-21
  • S63 Uniform Securities Agent State Law Examination
    2012-09-12
Other Names
  • Robert I Wurzburg

View on SEC IAPD

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor