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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2005-10-18
  • TX RA
    APPROVED_RES
    Since 2005-10-18

Branch Locations

45 William St, Wellesley Hills, MA 02481 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wellesley MA 08/1997 Present
Bank Of America,N.A. Wellesley Hills MA 06/2011 Present
Other Businesses

I*32403 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: WISDOM PUBLICATIONS INVESTMENT RELATED: N ADDRESS OF BUSINESS: SOMERVILLE, MASSACHUSETTS 2144 NATURE OF BUSINESS: OTHER,ROYALTY INCOME POSITION, TITLE, ASSOCIATION: OTHER, NOT APPLICABLE START DATE OF RELATIONSHIP: 12:00:00 AM NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: RESIDUAL INCOME STREAM I*105586 For profit or not for profit: For-Profit Organization Name of outside business organization: Jane McLaughlin-Dobisz Investment related: N Address of business: Waltham, Massachusetts 2453 Nature of business: Sole Proprietorship, Position, title, association: Owner, Start date of relationship: 5/10/2017 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Teaching meditation on occasion by invitation from high schools, colleges, yoga centers, and meditation centers I*117779 For profit or not for profit: Non-Profit Organization Name of outside business organization: Lion's Roar Magazine Investment related: N Address of business: Nova Scotia, Nova Scotia 0 Nature of business: Charitable Organization,Position, title, association: Other, one time magazine article Start date of relationship: 11/15/2018 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I have been asked to write an article about solitude for this Buddhist magazine. I am a published author who has written on the topic before. This has nothing to do with money or investing. I*7525 For profit or not for profit: Name of outside business organization: The Edelstein Family Trust Investment related: Address of business: Waltham, Massachusetts 2453 Nature of business: , Position, title, association: , Start date of relationship: 8/30/2017 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties:. I*443308, Entity Type: Entity Charitable, Name of OBA: Tricycle Magazine, Address: New York, New York 10003, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 05/21/2018, No Hours: 2, No Hours during trading: 2, Duties: I will be filmed for a short online meditation instruction class (I teach meditation)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-11-03
  • S66 Uniform Combined State Law Examination
    1997-11-03
Other Names
  • Jane Mclaughlindobisz
  • Jane Ann Mclaughlindobisz

View on SEC IAPD

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