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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 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

250 S. Oak Avenue Suite A-3, Oakdale, CA 95361 • United States

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

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • 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
Meyerpink Law, Llp Sonora CA 04/2022 Present
Mp Capital Management, Inc. Sonora CA 08/2023 02/2024
Tuolumne Me-Wuk Tribal Council Tuolumne CA 05/2005 04/2022
Forum Financial Management, Lp Sonora CA 02/2024 Present
Sonora Auto Repair & Diesel, Inc. Sonora CA 01/2025 Present
  • 04/2022 → Present
    Meyerpink Law, Llp
    Sonora, CA
  • 08/2023 → 02/2024
    Mp Capital Management, Inc.
    Sonora, CA
  • 05/2005 → 04/2022
    Tuolumne Me-Wuk Tribal Council
    Tuolumne, CA
  • 02/2024 → Present
    Sonora, CA
  • 01/2025 → Present
    Sonora Auto Repair & Diesel, Inc.
    Sonora, CA
Previous Registrations
  • 2023-09-29 → 2024-02-14
    Mp Capital Management, Inc.
    Sonora, CA
Other Businesses

1) DJJB, LLC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; Real estate; Member; 5/2022; 5 hours/month devoted; less than 5 hours during securities trading hours; No direct activity, this is a real estate holding company. 2) JBME, LLC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; Real estate; CFO; 1/01/23; 10 hours/month devoted; less than 5 hours during securities trading hours; Review finances. 3) MP Capital Management, Inc.; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; holding company; CEO; 6/30/23; 5 hours/month devoted; 5 hours during securities trading hours; Payout and assign commissions. 4) BMeyer Law APC; Not investment-related; 945 Morning Star Drive, Sonora, CA 95370; holding company; CEO; 10/25/23; 10 hours/month devoted; 10 hours during securities trading hours; No direct activity, as this is a holding entity that owns the operating law firm, MeyerPink Law, LLP. 5) Sonora Auto Repair & Diesel, Inc.; Not investment-related; 14591 Camage Ave. Sonora, CA 95370; Auto Repair; Owner and Secretary; 01/2025; 10 hours per month; less than 5 hours during securities trading hours; Business strategy. 6) MeyerPink Law, LLP; Non-investment related; 945 Morning Star Dr., Sonora, CA 95370; Law firm; Partner and Attorney; 4/2022; 240 hours per month devoted; 230 hours during securities trading hours; Provide legal services clients and management services to the firm. 7) Sonora Area Foundation; Non-investment related; 362 S. Stewart St., Sonora, CA 95370; Community Foundation; Director; 5/01/2025; 5 hours per month devoted; Less than 5 hours during securities trading hours; Board of Director for the organization which distributes grants to local residents and organizations in need. 8) Irving J. Symons Foundation; Non-investment related; 644 S. Washington St. Sonora, CA 95370; Nonprofit public benefit organization; Board of Director; 5/01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Organization that supports Sonora Area Foundation and its work. 9) Symons Family Fund; Non-investment related; 644 S. Washington St. Sonora, CA 95370; Charitable entity; Board of Director; 5/01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Organization that supports the Sonora Area Foundation and provides grants consistent with the activities of the foundation. 10) Youth Sports Foundation of Tuolumne County; Non-investment related; 945 Morning Star Dr., Sonora, CA 95370; Nonprofit organization that builds and improves local sports facilities for families; Director; 01/2020; Less than 5 hours per month; Less than 5 hours during securities trading hours; Oversight of facility development and donor relations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-08
  • S65 Uniform Investment Adviser Law Examination
    2023-07-08

View on SEC IAPD

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