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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-10-23 |
| TX | RA | APPROVED | 2018-10-23 |
Branch Locations
100 East Thousand Oaks Boulevard Suite 200, Thousand Oaks, CA 91360 • United States
1900 South 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 | 10/2018 | Present |
| Lamia Financial Group, Inc. | Thousand Oaks | CA | 01/2014 | Present |
1) Lamia Financial Group, Inc.; Not investment-related; 100 East Thousand Oaks Boulevard, Suite 200, Thousand Oaks, CA 91360; Tax and accounting services; President; 7/2008; 5-10 hours/month devoted; Less than 5 hours during securities trading hours; Executive management duties. 2) GoFundMe Giving Fund; Not investment-related; 855 Jefferson Ave. Redwood City, CA 94063; Charity funding; Board Member; 01/2025; 5 hours per month; 5 hours during securities trading hours; participate in Board meetings and retreats. 3) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 10/2018; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-04 |
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