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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-07-17 |
| CA | RA | APPROVED | 2018-10-16 |
Branch Locations
100 East Thousand Oaks Boulevard Suite 200, Thousand Oaks, CA 91360 • 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 |
|---|---|---|---|---|
| Lamia Financial Group, Inc. | Thousand Oaks | CA | 07/2013 | 04/2019 |
| Forum Financial Management, Lp | Thousand Oaks | CA | 10/2018 | Present |
Mountain Meadows Quailridge II Homeowners Association; Not investment-related; 515 Marin Street, Suite 404, Thousand Oaks, CA 91360; Homeowners Association; Vice President of Board of Directors; 10/2017; 6-10 hours/month devoted; 1-5 hours during securities trading hours; Participates on Board of Directors to make decisions for homeowners association and community.
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