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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| IL | RA | APPROVED | 2009-03-10 |
Branch Locations
1900 S. 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 | 07/2002 | Present |
| Spokas & Associates Cpa's Llc | Lombard | IL | 01/2025 | Present |
| Forum Tax & Accounting Services Llc | Lombard | IL | 01/2023 | 12/2025 |
| Forum Tax & Accounting Services Llc | Lombard | IL | 07/2002 | 12/2022 |
1) Highland Towers LLC; Not investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Real estate; Member; 5/2010; 1-5 hours/month devoted; 1-5 hours during securities trading hours; review financials. 2) Forum Administrative Services, Inc.; Not investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Administrative services; Shareholder; 7/2002; 5 hours/month devoted; 5 hours during securities trading hours; Administrative services. 3) Sole Proprietor; Investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Insurance agent; Sole Proprietor; 07/2002; 20 hours/month devoted; 20 hours during securities trading hours; Insurance sales. 4) 5960 LLC; Not investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; Real estate; Member; 10/2022; 5 hours/month devoted; 0 hours during securities trading hours; Manage the expenses related to Real Estate ownership & prepare tax filings. 5) F.A.M. LLC; investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 07/2002; less than 10 hours per month; less than 10 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement. 6) Spokas & Associates CPA's LLC; Not investment-related; 1900 S. Highland Ave. Suite 100 Lombard IL 60148; Accounting & tax services; Contractor; 01/01/2025; 15 hours per month; 5 hours during securities trading hours; tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-24 |
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