David Leonard Van Overeem

Employer firm

Rmr Capital Management LLC CRD 285334

$171M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2016 → Present
  Rmr Capital Management, Llc
  Tustin, CA
• 02/1999 → 10/2016
  American Express Financial Advisors Inc.
  Long Beach, CA
• 02/1999 → 10/2016
  Ids Life Insurance Company
  Long Beach, CA

Previous Registrations

• 1999-05-21 → 2016-10-26
  Ameriprise Financial Services, Llc
  Long Beach, CA
  Long Beach, CA
  Tustin, CA

Other Businesses

1. RMR Capital Management, LLC-Investment Related Business- 17822 E 17th St Suite 310 Tustin, CA 92780- Financial Advisory Firm- Owner, President- Sept 2016 Start Date- 160 Hours/month-8 hours during securities trading hours- Managing the financial planning and money management for 60 clients. 2. PKS Financial Services. Investment Related. 80 State St, Albany, NY 12207. Fixed Insurance. Agent. 09/2016. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients. 3. David V.O. Cover Band. Not Investment Related. Music. Drummer. Started 11/1/2019. 12 hours per month, none during trading hours. Plays drums in cover band.

Exams

• S66 Uniform Combined State Law Examination
  1999-04-16

Other Names

• David Leonard Vanovereem
• David Leonard Vanovereem