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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-13
  • AZ RA
    APPROVED
    Since 2026-03-13

Branch Locations

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

Gilbert, AZ • 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
Forum Financial Management, Lp Lombard IL 01/2026 Present
Forum Financial Management, Lp Lombard IL 09/2017 Present
Travelers Insurance Naperville IL 01/2016 09/2017
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15
Other Names
  • Manny Robles

View on SEC IAPD

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