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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2010-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 08/2010 | 10/2025 |
| Forum Financial Management, Lp | Lombard | IL | 10/2025 | Present |
Sole Proprietor; Not investment-related; 4 Oak Brook Club Drive, Unit G301, Oak Brook, IL 60523; Insurance producer and sales; Insurance agent; Life and Health Insurance; 10/2011; 1 hour/month devoted; 1 hour during securities trading hours; Life, Health and Long-Term Care Insurance sales and services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-04 |
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