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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-11 |
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