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1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-23 |
| IL | RA | APPROVED | 2009-03-12 |
Branch Locations
1900 S. 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 | 07/2002 | Present |
| Purshe Kaplan Sterling Invesments, Inc. | Albany | NY | 02/2011 | Present |
| Spokas & Associates Cpas Llc | Lombard | IL | 10/2011 | Present |
| Pinnacle Wealth Management, Llc | Lombard | IL | 09/2011 | Present |
1) Pinnacle Wealth Management, LLC; Investment-related; 1900 South Highland Avenue, Suite 100, Lombard, IL 60148; D.B.A entity for investment related business through Purshe Kaplan Sterling Investments, Inc.; Associate; 9/2011; Less than 5 hours/month devoted; Less than 5 hours during securities trading hours; Investment services. 2)Highland Towers LLC; Not investment-related;1900 S. Highland Ave. Suite 100, Lombard, IL 60148; Real estate; Owner/Partner; 10/2023; Less than 5 hours/month devoted; Less than 5 hours during securities trading hours; Property manager. 3) SSG Investments LLC; Investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; holding company for real estate investments; Managing Member and Limited Partner; 10/2023; Less than 5 hours per month; 0 hours during securities trading hours; management and control of the LLC and investment selection. 4) SSF RE Investment LLC; Investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; holding company for real estate investments; Managing Member and Limited Partner; 12/2024; Less than 5 hours per month; 0 hours during securities trading hours; management and control of the LLC and investment selection. 5) Purshe Kaplan Sterling Investments, INC.; Investment-related; 80 State Street, Albany, NY 12207; Broker-Dealer; Registered Representative; 02/2011; Less than 5 hours per month; Less than 5 hours during securities trading hours; Sales broker. 6) Spokas & Assoc CPA's; Not investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; CPA Firm; Managing Member; 10/2011; 160 hours per month; 160 hours during securities trading hours; Accounting consultation and tax preparation services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-10-07 |
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