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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-05-20 |
| FL | RA | APPROVED | 2024-05-17 |
| TX | RA | APPROVED_RES | 2024-04-18 |
| IL | RA | APPROVED | 2023-11-06 |
Branch Locations
20646 Abbey Woods Ct N Suite 201, Frankfort, IL 60423 • United States
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Demarco Sciaccotta Wilkens & Dunleavy, Llp | Frankfort | IL | 02/2004 | Present |
| Forum Financial Management, Lp | Lombard | IL | 12/2017 | 07/2021 |
| Forum Financial Management, Lp | Lombard | IL | 07/2021 | 11/2023 |
| Elevate Cpa Group | Frankfort | IL | 12/2020 | Present |
| Lasalle St. Securites, Llc | Elmhurst | IL | 11/2023 | Present |
1) Elevate CPA Group; Not investment-related; 20646 Abbey Woods Court North, Suite 201, Frankfort, IL 60423; Tax and accounting services; Founder and Owner; 12/2020; 80 hours/month devoted; 80 hours during securities trading hours; Tax and accounting services, management duties. 2) DeMarco Sciaccotta Wilkins & Dunleavy, LLP; Not investment-related; 20646 Abbey Woods Court North, Suite 201, Frankfort, IL 60423; Tax and accounting services; Partner; 2/2004; 80 hours/month devoted; 80 hours during securities trading hours; Tax and accounting services, management duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-12 |
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