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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Boston | MA | 07/2015 | 08/2021 |
| Jpmorgan Chase Bank Na | Boston | MA | 08/2021 | 05/2025 |
| Ubs Financial Services Inc. | Boston | MA | 08/2025 | Present |
| Unemployed | Windham | NH | 05/2025 | 08/2025 |
Marla Madden McDougall Memorial Scholarship Fund,NHUnited States0,After my sister died unexpectedly in 2020, we raised $15K from GoFundMe, and we funded a scholarship in her name to an annual graduate of the high school that she (and the rest of my family) attended. We have had 4 scholarship winners ($1.5K or $2K) so far.,Proprietor / owner,I manage the funds and I distribute the scholarship award checks to the scholarship winners once per year,Start date -12/1/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-18 |
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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