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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-07 |
| IL | RA | APPROVED | 2017-01-07 |
Branch Locations
6508 West Archer Avenue, Chicago, IL 60638 • 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 |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 01/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2017 | Present |
| Garfield Ridge Accounting & Tax Services | Chicago | IL | 06/2016 | Present |
| Match Enterprises, Inc. | Chicago | IL | 06/2016 | Present |
1) Purshe Kaplan Sterling Investments; Investment related; 80 State St, Albany, NY 12207; Broker-dealer; Registered Representative; 08/2017; 25 hours/month devoted; 20 hours during securities trading hours; sell securities. 2) Match Enterprises, Inc.; Not investment-related; 6508 W. Archer Ave, Chicago IL 60638; Tax firm; Tax Preparer; 06/2016; 20 hours/month devoted; 20 hours during securities trading hours; Preparation of tax returns. 3) Garfield Ridge Accounting & Tax Services; Not investment-related; 6508 W. Archer Ave, Chicago IL 60638; Tax firm; Accountant; 06/2016; 40 hours/month devoted; 40 hours during securities trading hours; Preparation of financial statements and accounting services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-07 |
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