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100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-26 |
| TX | RA | APPROVED_RES | 2023-11-16 |
| CO | RA | APPROVED | 2023-10-06 |
Branch Locations
Bella Collina, FL • United States
100 N Broadway Suite 1700, Saint Louis, MO 63102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forbush Legal, Pllc | Colorado Springs | CO | 06/1996 | Present |
| Lion Street Advisors | Colorado Springs | CO | 03/2020 | 10/2021 |
| Iht Wealth Management Llc | Chicago | IL | 10/2021 | 03/2022 |
| Cantella & Co. | Malden | MA | 10/2021 | 03/2022 |
| Lion Street Financial | Colorado Springs | CO | 03/2022 | Present |
Law Practice - Forbush Legal, PLLC; 5555 Tech Center Drive, Suite 100, Colorado Springs, CO 80919; not investment related; Managing Principal; 100% owner; 6/1996; Full-Time
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2020-06-18 |
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