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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 2023-04-18
KS RA APPROVED 2021-08-20
  • TX RA
    APPROVED
    Since 2023-04-18
  • KS RA
    APPROVED
    Since 2021-08-20

Branch Locations

Prairie Village, KS • United States

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • 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 08/2021 Present
Oracle America, Inc. Chicago IL 08/2018 Present
Flood, Bumstead, Mccready & Mccarthy, Inc. Nashville TN 01/2017 07/2018
Full Time Student Overland Park KS 08/2011 01/2017
  • 08/2021 → Present
    Lombard, IL
  • 08/2018 → Present
    Oracle America, Inc.
    Chicago, IL
  • 01/2017 → 07/2018
    Flood, Bumstead, Mccready & Mccarthy, Inc.
    Nashville, TN
  • 08/2011 → 01/2017
    Full Time Student
    Overland Park, KS
Other Businesses

Oracle America, Inc.; Non-investment related; 2300 Oracle Way Austin, TX 78741; Software company; Senior Consultant, Client Services; 08/2018; 160 hours per month; 120 hours during securities trading hours; Implement and support software products for businesses.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-16
  • S65 Uniform Investment Adviser Law Examination
    2021-08-16
Designations
Other Names
  • Kit Bradley

View on SEC IAPD

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