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

Oct 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

May 10, 2025

First registration

Mar 15, 2018

Dual registered

no

Other names

ARUN KESWANI

IAPD individual key

5819600

• Occurred

  Aug 27, 2024
  Advisor changed firm

  Arun C Keswani left Dimensional Fund Advisors Lp for Forum Financial Management, Lp (registered 2026-07-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9faf70ae-ac9c-b814-fe89-04736bf54f9e

First observed

Mar 15, 2018

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.