This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FORUM FINANCIAL MANAGEMENT, LP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 6, 2000earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 6, 2000

First registration

Jul 16, 2003

Dual registered

no

Other names

Steve Siders

IAPD individual key

4208700

• Occurred

  Dec 31, 2025
  Advisor changed firm

  Stephen Andrew Siders left Odyssey Personal Financial Advisors, Llc for Forum Financial Management, Lp (registered 2025-12-15)

  Form ADVobserved 5 days ago
• Occurred

  Oct 28, 2022
  Advisor changed firm

  Stephen Andrew Siders left Cetera Investment Advisers Llc for Odyssey Personal Financial Advisors, Llc (registered 2022-09-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8831276f-a114-c2f8-f061-e6ea5d4c2b75

First observed

Jul 16, 2003

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.