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Inactive

Asher Witham

Forum Financial Management, LP

Lombard, IL

Thousand Oaks, CA

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Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

100 E. Thousand Oaks Blvd., Thousand Oaks, CA 91360 • 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
Sierra Pacific Constructors Woodland Hills CA 06/2018 08/2018
Becker Surf & Sport Malibu CA 07/2019 05/2021
Calix San Jose CA 06/2021 08/2021
Pepperdine University Malibu CA 09/2019 04/2023
Aeg Los Angeles CA 03/2023 05/2023
Forum Financial Management, Lp Lombard IL 06/2023 Present
Thousand Oaks High School Thousand Oaks CA 08/2015 06/2019
Pepperdine University Malibu CA 08/2019 04/2023
Forum Financial Management, Lp Lombard IL 12/2025 Present
  • 06/2018 → 08/2018
    Sierra Pacific Constructors
    Woodland Hills, CA
  • 07/2019 → 05/2021
    Becker Surf & Sport
    Malibu, CA
  • 06/2021 → 08/2021
    Calix
    San Jose, CA
  • 09/2019 → 04/2023
    Pepperdine University
    Malibu, CA
  • 03/2023 → 05/2023
    Aeg
    Los Angeles, CA
  • 06/2023 → Present
    Forum Financial Management, Lp
    Lombard, IL
  • 08/2015 → 06/2019
    Thousand Oaks High School
    Thousand Oaks, CA
  • 08/2019 → 04/2023
    Pepperdine University
    Malibu, CA
  • 12/2025 → Present
    Forum Financial Management, Lp
    Lombard, IL
Designations

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
1ST ADVANTAGE FINANCIAL ADVISERS, LLC

Other Investors

THOMAS JOHN CAMPBELL
MARY PATRICIA WESCHE
MARVIN LEE PEPLOW
JEFFREY ARNOLD BORENSTEIN
ROBERT FRANCIS FEZZA
SANJAY Paul SHARMA
Mark Jason Schmulen
Tyler Hurst Smith

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
CETERA INVESTMENT ADVISERS LLC · LOMARD, IL

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