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Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-04
  • IL RA
    APPROVED
    Since 2026-08-04

Branch Locations

990 Avenue Of The Cities Suite 4, East Moline, IL 61244 • United States

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Pr Wealth Management Group

990 Avenue Of The Cities Suite 4, East Moline, IL 61244 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-19
IA RA APPROVED 2025-09-19
  • IL RA
    APPROVED
    Since 2025-09-19
  • IA RA
    APPROVED
    Since 2025-09-19

Branch Locations

990 Avenue Of The Cities Suite 4, East Moline, IL 61244 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jersey Mikes Moline IL 06/2019 05/2022
Self Employed Moline IL 06/2022 07/2023
Unemployed Moline IL 07/2013 06/2019
Pr Wealth Management Group Moline IL 06/2022 Present
Pr Wealth Management Group Moline IL 08/2025 Present
Forum Financial Management, Lp East Moline IL 07/2026 Present
Other Businesses

1.PR Wealth Management Group, Inc.; Investment-related; 990 Avenue Of The Cities, Suite 4, East Moline, IL 61244; Investment Adviser Representative; 08/2025; 40 hours per week; 40 hours during securities trading hours; IAR.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-19
  • S65 Uniform Investment Adviser Law Examination
    2025-09-19

View on SEC IAPD

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