Linda Sue Parks

Current Employers

Forum Financial Management, Lp

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-10-31

NY RA
APPROVED

Since 2022-10-31

Branch Locations

Ithaca, NY • United States

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

Organization	City	State	From	To
Linda Parks, Financial Advisor, Llc	Eugene	OR	07/2013	06/2022
Forum Financial Management, Lp	Lombard	IL	01/2022	Present
Linda Parks, Cpa	Ithaca	NY	01/2000	Present

07/2013 → 06/2022

Linda Parks, Financial Advisor, Llc

Eugene, OR
01/2022 → Present

Forum Financial Management, Lp

Lombard, IL
01/2000 → Present

Linda Parks, Cpa

Ithaca, NY

Previous Registrations

2014-08-27 → 2022-06-15

Linda Parks, Financial Advisor, Llc

Eugene, OR

Eugene, OR

Freeville, NY

Eugene, OR

Eugene, OR

Eugene, OR

Other Businesses

1) Linda Parks CPA; Not investment-related; 106 Taylor Place, Ithaca NY 14850; CPA Firm; Owner; 01/2000; 120 hours per month; 80 hours during securities trading hours; Income tax preparation and consulting services. 2) Realization Process Teacher Community; Not investment-related; Peer network; Board Member and Treasurer; 01/2026; Less than 5 hours per month; Attend board meetings and provide financial record keeping guidance.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-06-12

S65 Uniform Investment Adviser Law Examination

2013-06-12

Designations

View on SEC IAPD