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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-03-09 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
1 Northfield Plaza, Suite 300, Northfield, IL 60093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Weindruch & Co. Ltd. | Skokie | IL | 10/1979 | 12/2021 |
| Forum Financial Management, Lp | Lombard | IL | 03/2010 | 01/2023 |
| Forum Financial Management, Lp | Lombard | IL | 01/2023 | Present |
Sole Proprietor; Not investment-related; 1 Northfield Plaza, Suite 300, Northfield, IL 60093; Accounting and consulting services; Sole proprietor; 01/2021; 10 hours/month devoted; 10 hours during securities trading hours; Provide accounting and consulting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-06 |
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