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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 09/2023 | Present |
| Spokas & Associates Cpas Llc | Lombard | IL | 09/2018 | Present |
| Keeley Construction Inc. | Villa Park | IL | 04/2014 | 09/2018 |
Spokas & Associates CPAs LLC; Not investment-related; 1900 South Highland Avenue, Suite 107, Lombard, IL 60148; Tax and accounting services; Accountant; 9/2018; 160 hours/month devoted; 160 hours during securities trading hours; Accounting, bookkeeping, and tax return preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
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