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Michael James Mcdermott

Polaris Financial, LLC

Wellesley, MA

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Current Employers
Polaris Financial, Llc

Wellesley, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-10-02
  • MA RA
    APPROVED
    Since 2017-10-02

Branch Locations

Wellesley, 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
Polaris Portfolios, Llc Wellesley MA 01/2016 Present
Oracle Staff Solutions Consultant MA 08/2015 08/2022
Douugh Wealth Chicago IL 05/2021 04/2022
Richr Money Llc Miami FL 05/2023 Present
  • 01/2016 → Present
    Polaris Portfolios, Llc
    Wellesley, MA
  • 08/2015 → 08/2022
    Oracle
    Staff Solutions Consultant, MA
  • 05/2021 → 04/2022
    Douugh Wealth
    Chicago, IL
  • 05/2023 → Present
    Richr Money Llc
    Miami, FL
Previous Registrations
  • 2023-11-08 → 2023-12-31
    Richr Money Llc
    Miami, FL
  • 2021-11-02 → 2023-03-30
    Douugh Wealth
    Chicago, IL
    Allston, MA
Other Businesses

Currently works 20 hours a week at Oracle where he is a Staff Solutions Consultant, this position is non-investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-03
  • S65 Uniform Investment Adviser Law Examination
    2015-10-03

View on SEC IAPD

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