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Brooks Carl White

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
CA RA APPROVED 2020-10-27
  • CA RA
    APPROVED
    Since 2020-10-27

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 10/2020 Present
Forum Financial Management, Lp Lombard IL 01/2019 06/2024
Lamia Financial Management Thousand Oaks CA 06/2016 01/2019
Full Time Student Thousand Oaks CA 10/2010 05/2017
Designations

View on SEC IAPD

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Other Offices

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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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