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Inactive

Logan Taylor Sanders

Forum Financial Management, LP

Lombard, IL

Thousand Oaks, CA

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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-05
CA RA APPROVED 2021-08-26
  • TX RA
    APPROVED_RES
    Since 2024-04-05
  • CA RA
    APPROVED
    Since 2021-08-26

Branch Locations

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

100 East Thousand Oaks Boulevard Suite 200, Thousand Oaks, CA 91360 • 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
Forum Financial Management, Lp Lombard IL 01/2019 06/2024
Forum Financial Management, Lp Lombard IL 08/2021 Present
Lamia Financial Group, Inc. Thousand Oaks CA 01/2017 01/2019
Ymca Of Thousand Oaks Thousand Oaks CA 03/2016 07/2017
Northwestern Mutual Woodland Hills CA 06/2016 11/2016
Full Time Student Thousand Oaks CA 08/2011 05/2017
  • 01/2019 → 06/2024
    Forum Financial Management, Lp
    Lombard, IL
  • 08/2021 → Present
    Forum Financial Management, Lp
    Lombard, IL
  • 01/2017 → 01/2019
    Lamia Financial Group, Inc.
    Thousand Oaks, CA
  • 03/2016 → 07/2017
    Ymca Of Thousand Oaks
    Thousand Oaks, CA
  • 06/2016 → 11/2016
    Northwestern Mutual
    Woodland Hills, CA
  • 08/2011 → 05/2017
    Full Time Student
    Thousand Oaks, CA
Designations

View on SEC IAPD

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Mark Jason Schmulen
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Other Offices

OSAIC WEALTH, INC. · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
EDWARD JONES · Lombard, IL
INVESTMENT CONSULTING SERVICES, LLC · LOMBARD, IL
ATHENA ADVISOR SERVICES, LLC · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
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