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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-05-13 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Gig Harbor, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Asset Management | Port Orchard | WA | 11/2014 | 11/2018 |
| Decisionpoint Financial | Gig Harbor | WA | 11/2018 | 07/2021 |
| Forum Financial Management, Lp | Lombard | IL | 05/2021 | Present |
RBJ Holdings, Inc.; Not investment-related; P.O. Box 667, Gig Harbor, WA 98335; holding company; President; 1/2019; less than 5 hours/month devoted; 0 hours during securities trading hours; No direct activity, used for adviser payout/commissions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-09 |
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