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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-12 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
13701 W Jewell Avenue Suite 260, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lakewood | CO | 08/2026 | Present |
| Ajw & Associates | Lakewood | CO | 10/2017 | Present |
| Rsm Us Llp | 555 17Th Street Ste 1000 | CO | 08/2007 | 10/2017 |
AJW & Associate; Not investment related; 13701 W. Jewell Ave. Suite 260, Lakewood, CO 80228; Tax firm; Managing Partner; 10/2017; 160 hours per month; 120 hours during securities trading hours; Responsible for all operational, managerial and financial decisions, as well as provide tax services.
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