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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-06-21
  • IL RA
    APPROVED
    Since 2022-06-21

Branch Locations

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

Plainfield, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brian T. Savage, P.C. Lombard IL 06/2000 12/2021
Forum Financial Management, Lp Lombard IL 09/2007 04/2021
F.A.M., Llc Lombard IL 01/2014 06/2021
Brian T. Savage Plainfield IL 05/2021 Present
Forum Financial Management, Lp Lonbard IL 05/2022 Present
Previous Registrations
Other Businesses

1) BRIAN T. SAVAGE; investment-related;13517 South Lake Drive, Plainfield, IL 60544; Insurance sales; sole proprietor/Insurance agent; 5/2021; 15 hours/month devoted; 15 hours during securities trading hours; Insurance sales. 2) 7 Guys Office Condo LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; Reale estate entity owning office condominiums; Member; 2002; Less than 5 hours per month; Less than 5 hours during securities trading hours; No direct activities, real estate investment.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-06-24
  • S63 Uniform Securities Agent State Law Examination
    1991-06-24

View on SEC IAPD

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