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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-01-20 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
500 Park Blvd. Suite 1400, Itasca, IL 60143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcbeath Fates & Ivers Pc | Itasca | IL | 01/1989 | 11/2019 |
| Forum Financial Management, Lp | Lombard | IL | 01/2010 | Present |
| Fates, Bodily & Parker Pllc | Itasca | IL | 11/2019 | Present |
Fates, Bodily, & Parker PLLC; Not investment-related; 115 West Orchard Street, Itasca, IL 60413; Accounting, tax, and financial planning services; Director and Certified Public Accountant (CPA); 11/2019; 50 hours/month devoted; 50 hours during securities trading hours; Review tax returns and financial statements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-19 |
| S66 | Uniform Combined State Law Examination | 1997-11-04 |
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