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Luke Bernard Adam

Forum Financial Management, LP

Lombard, IL

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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 2023-08-31
IL RA APPROVED 2019-10-17
  • TX RA
    APPROVED
    Since 2023-08-31
  • IL RA
    APPROVED
    Since 2019-10-17

Branch Locations

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 08/2019 Present
Jones Lange Lasalle Chicago IL 02/2017 07/2019
Orbitz Worldwide Chicago IL 07/2010 02/2017
  • 08/2019 → Present
    Forum Financial Management, Lp
    Lombard, IL
  • 02/2017 → 07/2019
    Jones Lange Lasalle
    Chicago, IL
  • 07/2010 → 02/2017
    Orbitz Worldwide
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-11
  • S65 Uniform Investment Adviser Law Examination
    2019-10-11
Designations

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · LOMBARD, IL
CETERA INVESTMENT ADVISERS LLC · LOMBARD, IL
EDWARD JONES · Lombard, IL
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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