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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-16 |
| IL | RA | APPROVED | 2009-03-11 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Saint Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 07/2002 | 12/2018 |
| Forum Administrative Services, Inc. | Lombard | IL | 07/2002 | 12/2018 |
| F.A.M., Llc | Lombard | IL | 01/2014 | 12/2018 |
| Forum Financial Management, Lp | Lombard | IL | 01/2019 | Present |
1) Sole Proprietor; Not investment-related; 1 Beach Drive Southeast, #1605, Saint Petersburg, FL 33701; Insurance sales; Sole Proprietor; 3/2013; 2 hours/month devoted; 2 hours during securities trading hours; Insurance sales and services. 2) Rental Property Co-Owner; not investment-related; St. Petersburg, FL 33701; rental property; co-owner; 4/15/2024; 4 hours/month devoted; 1 hour per month devoted during securities trading hours; co-owner of rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-04 |
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