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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-08 |
| NY | RA | APPROVED | 2023-06-19 |
Branch Locations
132 Mohawk Street, Cohoes, NY 12047 • 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 | Cohoes | NY | 06/2023 | Present |
| Stark & D'APrile Cpas Pc | Cohoes | NY | 06/2023 | Present |
| United States Marines | Cleveland | OH | 06/2023 | Present |
| United States Marines | Cleveland | OH | 07/2012 | 06/2023 |
1) Stark & D'Aprile CPAs PC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Accounting and tax services; Tax and Client Service Associate; 6/2023; 160 hours/month devoted; 100 hours during securities trading hours; The activities include daily office administration, various client service support, and assisting with tax return preparation. This activity is year around, however, the hours disclosed reflect the time spent during tax season (January - April). Outside of tax season, time commitment is substantially less, averaging approximately 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
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