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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-02-25 |
Branch Locations
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 | 01/2015 | 12/2018 |
| Forum Financial Management, Lp | Lombard | IL | 02/2019 | Present |
| Forum Financial Management, Lp | Lombard | IL | 01/2019 | Present |
1) Lake Eleanor Estates Homeowners' Association, Inc.; Not investment-related; Post Office Box 361, Deerfield, IL 60015; Homeowners' association; Treasurer; 10/2022; 4 hours/month devoted; 0 hours during securities trading hours; Oversee finances, cover expenditures, and collect dues. 2) Forum Shared Services; Not investment related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; Managed Services Company; Director; 10/2020; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-30 |
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