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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 11/2025 | Present |
| Forum Financial Management, Lp | Lombard | IL | 08/2025 | Present |
| Forum Financial Management, Lp | Lombard | IL | 07/2023 | 08/2025 |
| Alternativ, Inc. | New York | NY | 06/2022 | 08/2024 |
| Sp Sharma Consulting Llc | Miami | FL | 08/2022 | Present |
| Bridge Financial Technology | Chicago | IL | 09/2015 | 12/2024 |
SP Sharma Consulting LLC; Not investment related; 68 SE 6th St. Apt 2211, Miami, FL 33131; Sole Member LLC / Technology Consulting firm; Founder; 08/2022; 10 hours devoted per month; Less than 5 hours during securities trading hours; technology consulting and support services.
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