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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-09 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Hartland, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forum Financial Management, Lp | Lombard | IL | 12/2016 | Present |
| Peplow & Peplow Llc | Hartland | WI | 02/2022 | Present |
| Peplow & Peplow, Pc | Bartlett | IL | 01/1994 | 08/2022 |
1) Piedmont Realty LLC; Not investment-related; 470 Park Court, Hartland, WI 53029; Commercial real estate; Manager; 3/2019; 5 hours/month devoted; 5 hours during securities trading hours; Oversee rental of commercial rental property. 2) Peplow & Peplow LLC; Not investment-related; 470 Park Court, Hartland, WI 53029; CPA Firm; President; 2/2022; 120 hours/month devoted; 100 hours during securities trading hours; Management of accounting and tax practice. 3) Budzinski Family Foundation; Investment-related; 70 Park Court, Hartland, WI 53029; Private family charitable organization; Treasurer; 12/31/2025; 2 hours/month devoted; 2 hours during securities trading hours; Oversee tax reporting, charitable giving and investment management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-21 |
| S66 | Uniform Combined State Law Examination | 1999-03-16 |
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