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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-06 |
| NY | RA | APPROVED | 2021-04-07 |
Branch Locations
132 Mohawk Street, Cohoes, NY 12047 • 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 |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 01/2020 | Present |
| Kpmg | Raleigh | NC | 01/2016 | 07/2017 |
| Stark & Basila Cpas Pc | Cohoes | NY | 12/2019 | 11/2022 |
| Kpmg | Raleigh | NC | 07/2017 | 11/2019 |
| Stark & D'APrile Cpas Pc | Cohoes | NY | 12/2022 | Present |
1) Stark & D'Aprile CPAs PC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Accounting and tax services; Vice President and Certified Public Accountant; 12/2022; 180 hours/month devoted; 32 hours during securities trading hours; Tax return preparation and review and other accounting procedures. 2) 132 Mohawk Street LLC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Real estate; Member; 8/2022; 5 hours/month devoted; 5 hours during securities trading hours; Collect rent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-12 |
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