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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-04-29 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
1023 West 55Th Street Suite 110, La Grange, IL 60525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Systems Accounting Services, Inc | Lagrange | IL | 01/2004 | Present |
| Forum Financial Management, Lp | Lombard | IL | 04/2013 | 12/2024 |
| Forum Financial Management, Lp | Lombard | IL | 01/2025 | Present |
1) Systems Accounting Services, Inc.; Not investment-related; 1023 West 55th Street, Countryside, IL 60525; Accounting and tax services; Accountant; 1/2004; >40 hours/month devoted; >40 hours during securities trading hours; Accounting and tax services. 2) Longo Farm LLC; Not investment-related; 132 Blackstone Avenue, La Grange, IL 60525; Real estate; Member; 2/2024; 0-10 hours/month devoted; 0-10 hours during securities trading hours; Land rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-04 |
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