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Current Employers
Forum Financial Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-05
  • CA RA
    APPROVED
    Since 2024-03-05

Branch Locations

945 Morning Star Drive, Sonora, CA 95370 • United States

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

250 S. Oake Avenue Suite A-3, Oakdale, CA 95361 • 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
Mp Capital Management, Inc. Sonora CA 08/2023 02/2024
Meyerpink Law, Llp Sonora CA 06/2019 Present
Gianelli | Friedman | Jeffries, Plc Modesto CA 06/2011 06/2019
Forum Financial Management, Lp Lombard IL 02/2024 Present
  • 08/2023 → 02/2024
    Mp Capital Management, Inc.
    Sonora, CA
  • 06/2019 → Present
    Meyerpink Law, Llp
    Sonora, CA
  • 06/2011 → 06/2019
    Gianelli | Friedman | Jeffries, Plc
    Modesto, CA
  • 02/2024 → Present
    Lombard, IL
Previous Registrations
  • 2023-09-29 → 2024-02-14
    Mp Capital Management, Inc.
    Sonora, CA
Other Businesses

1) DJJB, LLC; Not investment-related; Real estate; 945 Morning Star Drive, Sonora, CA 95370; Member; 4/26/2022; 1-5 hours/month devoted; 0 hours during securities trading hours; Sending invoices, bookkeeping, and building maintenance. 2) JPink Law, APC; Not investment-related; holding company; 945 Morning Star Drive, Sonora, CA 95370; CEO; 1/01/2024; 1-5 hours/month devoted; 0 hours during securities trading hours; No direct activity, as this is a holding entity that owns the operating law firm, MeyerPink Law, LLP. 3) MP Capital Management, Inc.; Not investment-related; holding company; 945 Morning Star Drive, Sonora, CA 95370; CFO & Secretary; 6/30/2023; 1-5 hours/month devoted; 0 hours during securities trading hours; Deposit checks, write distribution checks. 4) Columbia College Foundation; Non-investment related; 11600 Columbia College Dr, Sonora, CA 95370; Education; Board Member; 7/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Serve as a non-profit board member for the scholarship and finance committees. 5) MeyerPink Law, LLP; Non-investment related; 945 Morning Star Dr. Sonora, CA 95370; Law firm; Partner and Attorney; 6/28/2019; 160 hours per month devoted; 160 hours during securities trading hours; Provide legal services clients and management services to the firm. 6) Calaveras Bar Association; Non-investment related; 90 Big Trees Rd. Murphys, CA 956247; Non-profit association to support attorneys in the Calaveras County area; President of the Board; Less than 5 hours per month devoted; 0 hours during securities trading hours; Host periodic luncheons, collect dues and coordinate scholarships for high school students.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-31
  • S65 Uniform Investment Adviser Law Examination
    2023-05-31
Designations

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