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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-11-10 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 10/2009 | 08/2018 |
| Forum Financial Management, Lp | Lombard | IL | 08/2018 | Present |
1) Flexible Benefit Corp.; Not investment-related; 10275 West Higgins Road, Rosemont, IL 60018; Insurance sales; Health insurance broker; 9/2008; 120 hours/month devoted; 120 hours during securities trading hours; Insurance sales. 2) Sole Proprietor; Not investment-related; 835 Riding Lane, Saint Charles, IL 60174; Insurance sales; Independent agent; 09/2008; 120 hours/month devoted; 120 hours during securities trading hours; Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-20 |
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