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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-18 |
| KS | RA | APPROVED | 2021-08-20 |
Branch Locations
Prairie Village, KS • 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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
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