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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-07 |
Branch Locations
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 | Lombard | IL | 01/2024 | Present |
| Forum Financial Management, Lp | Lombard | IL | 03/2023 | Present |
| Leadership Extension Consulting | Lake Barrington | IL | 04/2019 | 12/2025 |
| Forum Financial Management, Lp | Lombard | IL | 02/2021 | 03/2023 |
| Career Education Corporation | Schaumburg | IL | 06/2015 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-05 |
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