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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| IL | RA | APPROVED | 2020-07-28 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 07/2020 | Present |
| Our Kitchen To Yours | Phoenix | AZ | 04/2019 | 12/2023 |
| Solana Beach School District | Solana Beach | CA | 02/2020 | 03/2020 |
| Encinitas Union School District | Encinitas | CA | 02/2020 | 03/2020 |
| Del Mar Union School District | Del Mar | CA | 02/2020 | 03/2020 |
| Twitch, Llc | Chicago | IL | 09/2005 | 02/2019 |
| Escondido Union School District | Escondido | CA | 02/2020 | 03/2020 |
Sole proprietor; Not investment-related; 3812 North Hermitage Avenue, Chicago, IL 60613; Real estate; Owner; 06/2009; 5 hours/month devoted; 0-5 hours during securities trading hours; Owner and property manager.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-23 |
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