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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-02-16 |
| TX | RA | APPROVED | 2024-02-08 |
| CO | RA | APPROVED | 2022-10-05 |
Branch Locations
1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
2000 South Colorado Boulevard Building 1 - 2000, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young Llp | Denver | CO | 09/2010 | 11/2017 |
| Stordahl Capital Management, Inc. | Greenwood Village | CO | 12/2017 | 09/2022 |
| Forum Financial Management, Lp | Lombard | IL | 10/2022 | Present |
1) Colorado Society of Certified Public Accountants; Investment-related; 7887 East Belleview Avenue, Suite 200, Englewood, CO 80111; Non-profit organization; Investment Committee Member; 8/2022; 1-5 hours/month devoted; 1-5 hours during securities trading hours; Advises association on managing funds and assets. 2) The Insurance Consultants Group of Florida, Inc.; Not investment related; 2610 Cardinal Place, Sarasota, FL 34236; Provide referrals to As One Insurance Group; Referral Partner; 8/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; identify companies that need As One Insurance Group's services and make introductions between the parties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-30 |
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