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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2013-01-01 |
Branch Locations
15255 S 94Th Avenue Suite 500, Orland Park, IL 60462 • United States
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 |
|---|---|---|---|---|
| Tax & Financial Solutions, Inc. | Orland Park | IL | 12/2005 | Present |
| Michon & Buckley | Orland Park | IL | 12/2005 | Present |
| Forum Financial Management, Lp | Lombard | IL | 10/2012 | Present |
1) Michon & Buckley; Not investment related; 15255 S 94th Avenue, Suite 500, Orland Park, IL 60462; Law Firm; Partner & Attorney; 12/01/2005; 5 hours/per month devoted; 5 hours during securities trading hours; Provide estate planning and real estate services. 2) Tax & Financial Solutions, Inc.; Not investment related; 15255 S 94th Avenue, Suite 500, Orland Park, IL 60462; Tax and Accounting firm; President; 12/01/2005; 30 hours per month devoted; 30 hours during securities trading hours; prepare tax returns and review accounting statements.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-28 |
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