Robert Thomas Methven

Current Employers

Employment History

• 07/2007 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2007-07-02 → 2009-08-24
  Cetera Investment Advisers Llc
  Midlothian, VA
  Richmond, VA

Other Businesses

1) Do Rights Inc.; Not investment-related; 107 Willow Oaks Road, Goochland, VA 23238; Healthcare non-profit; Member of Board of Directors; 3/2020; Less than 5 hours/month devoted; 0 hours during securities trading hours; Attend Board of Directors meetings. 2) Methven Business Services LLC; Not investment-related; 14321 Winter Breeze Drive, Suite 34, Midlothian, VA 23113; Information technology and business consulting; President/Member; 6/2010; less than 5 hours/month devoted; 0 hours during securities trading hours; Tax return preparation and administrative duties. 3) Sole Proprietor; Not investment-related; 14321 Winter Breeze Drive, Suite 24, Midlothian, VA 23113; Insurance sales; Insurance agent; 7/2007; 5 hours/month devoted; less than 5 hours during securities trading hours; Insurance sales. 4) F.A.M. LLC; investment-related; 1900 S. Highland Ave. Suite 100, Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2014; Less than 5 hours per month; less than 5 hours during securities trading hours; Provide certain management services pursuant to Forum Financial Management LP as part of a service agreement.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-07-10
• S65 Uniform Investment Adviser Law Examination
  2003-04-30

Other Names

• Robert Thomas Methren
• Robert Methven