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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-11-05 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
14321 Winter Breeze Drive Suite 24, Midlothian, VA 23113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 10/2024 | Present |
| Forum Financial Management, Lp | Lombard | IL | 09/2024 | 10/2024 |
| Red Ventures | Fort Mill | SC | 08/2022 | 08/2024 |
| University Of Virginia | Charlottesville | VA | 08/2018 | 05/2022 |
| Trinity Episcopal School | Richmond | VA | 09/2014 | 08/2018 |
Sole Proprietor; Investment-related; 14321 Winter Breeze Drive, Suite 24, Midlothian, VA 23113; Insurance sales; Insurance agent; 8/2025; 10 hours/month devoted; 10 hours during securities trading hours; Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-24 |
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