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Theodore J Van Gerven

Memento Financial Planning

Oak Bluffs, MA

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Current Employers
Memento Financial Planning

Oak Bluffs, MA • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-04-06
MA RA APPROVED 2018-10-10
  • NY RA
    APPROVED
    Since 2023-04-06
  • MA RA
    APPROVED
    Since 2018-10-10

Branch Locations

Oak Bluffs, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Minneapolis MN 05/2015 10/2017
Compass Wealth Management, Llc Concord MA 11/2017 06/2018
Modern Wealth Builders, Llc Woburn MA 06/2018 Present
Unemployed Woburn MA 06/2018 09/2018
Origin Investment Advisory Llc San Francisco CA 01/2022 02/2023
  • 05/2015 → 10/2017
    Ameriprise Financial Services, Inc.
    Minneapolis, MN
  • 11/2017 → 06/2018
    Compass Wealth Management, Llc
    Concord, MA
  • 06/2018 → Present
    Modern Wealth Builders, Llc
    Woburn, MA
  • 06/2018 → 09/2018
    Unemployed
    Woburn, MA
  • 01/2022 → 02/2023
    Origin Investment Advisory Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-29
  • S66 Uniform Combined State Law Examination
    2016-01-29
Designations
Other Names
  • Theodore Van Gerven
  • Tj Gerven

View on SEC IAPD

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