Roger Foster Woodman Jr.

Current Employers

Employment History

• 11/2001 → Present
  Roger F. Woodman Jr. & Co.
  Portland, ME

Other Businesses

MR. WOODMAN IS NOT ACTIVELY ENGAGED IN ANY BUSINESS OR OCCUPATION FOR COMPENSATION OTHER THAN HIS WORK FOR ROGER F. WOODMAN, JR. & CO. (THE "COMPANY"). IN ADDITION TO THE BUSINESS OF INVESTMENT ADVICE, THE COMPANY IS ENGAGED IN THE RELATED FIELD OF ESTATE MANAGEMENT AND TRUSTEE SERVICES, WHICH ARE PROVIDED UNDER THE COMPANY'S NAME AND ADDRESS (144 VAUGHAN ST., PORTLAND, ME 04102). MR. WOODMAN'S POSITION WITH THE COMPANY IS PRESIDENT AND SOLE EMPLOYEE. THE COMPANY AND MR. WOODMAN HAVE BEEN ENGAGED IN THE ESTATE MANAGEMENT AND TRUSTEE SERVICES BUSINESS IN THE COMPANY NAME SINCE APPROXIMATELY 2001. THE COMPANY SPENDS APPROXIMATELY 5% OF ITS TIME (OR APPROXIMATELY 2 HOURS PER WEEK DURING TRADING HOURS) ON THIS BUSINESS, WHICH IS INVESTMENT-RELATED, ALTHOUGH THE PERCENTAGE AND HOURS MAY INCREASE OR DECREASE DEPENDING ON THE NEEDS OF THE COMPANY'S CURRENT CLIENTS. MR. WOODMAN'S ESTATE MANAGEMENT AND TRUSTEE SERVICES DUTIES FOR THE COMPANY INCLUDE, BUT ARE NOT LIMITED TO: BILL PAYMENT, TAX ADMINISTRATION, ADMINISTRATION OF CHARITABLE AND NON-CHARITABLE GIFTS AND PLEDGES, PROCUREMENT OF INSURANCE, ADMINISTRATION OF HEALTH/MEDICAL EXPENSES AND ADMINISTRATION OF EDUCATION EXPENSES/TUITION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-28

Other Names

• Roger Foster Woodman Jr.