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Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-21
  • TX RA
    APPROVED
    Since 2025-02-21

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

San Antonio, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bechtel Corporation Houston TX 08/2010 03/2018
Valero Energy Corporation San Antonio TX 03/2018 07/2019
Xenex Disinfection Services San Antonio TX 04/2020 05/2023
Centage San Antonio TX 05/2023 09/2023
Eaglestone Holdings, Llc New York NY 10/2023 02/2025
Forum Financial Management, Lp Lombard IL 02/2025 Present
Unemployed San Antonio TX 07/2019 04/2020
  • 08/2010 → 03/2018
    Bechtel Corporation
    Houston, TX
  • 03/2018 → 07/2019
    Valero Energy Corporation
    San Antonio, TX
  • 04/2020 → 05/2023
    Xenex Disinfection Services
    San Antonio, TX
  • 05/2023 → 09/2023
    Centage
    San Antonio, TX
  • 10/2023 → 02/2025
    Eaglestone Holdings, Llc
    New York, NY
  • 02/2025 → Present
    Lombard, IL
  • 07/2019 → 04/2020
    Unemployed
    San Antonio, TX
Other Businesses

1) The Pace Companies New York, LLC; Non-investment related; 10 South LaSalle Street, Suite 300, Chicago, IL 60603; Assignment for the Benefit of Creditors Services; Contractor; 02/2025; 80 per month; 80 hours during securities trading hours; Temporarily assisting with accounting and finance wind down services. 2) Jsquared ClearView Consulting, LLC; Non-investment related; 8401 Mayland Drive #5104, Richmond, VA, 23294; Finance and Accounting consulting firm; Consultant; 01/2025; 5 hours per month; 0 hours during securities trading hours; provide financial modeling services. 3) Kinetic Kids, Inc.; Non-investment related; PO Box 690993, San Antonio, TX, 78269; Non-profit organization that provides sports and education programs to children with disabilities; Board Member; 02/2025' 5 hours per month; 0 hours during securities trading hours; Non-paid Board Member and advisor to this non-profit organization.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-11
  • S65 Uniform Investment Adviser Law Examination
    2023-10-11

View on SEC IAPD

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