Douglas Mark Boschert

Current Employers

Employment History

• 12/2002 → Present
  M. Holdings Securities Inc.
  Portland, OR

Previous Registrations

• 2002-09-19 → 2002-12-20
  Ubs Financial Services Inc.
  Cincinnati, OH

Other Businesses

1) JD Bullfrog, LLC; 40 W 5th Street, Covington, KY 41011; 09/07/2001; Owner; Real Estate; Not investment related; 2 hours/month; 2 hours/month during business hours; Passive income; profits and rental income. 2) 2354 Warsaw, LLC; 414 Walnut Street, Suite 1220, Cincinnati, OH 45202; 09/09/2005; Owner; Real Estate, Not Investment Related; 2 hours/month; 2 hours/month during business hours; Passive income. 3) Sunrise Treatment Center; 6460 Harrison Ave, Cincinnati, OH 45247; 2013; Owner; Referral of investment opportunity; Investment related; 10 hours/month; 5 hours/month during business hours; Referrals or Referral fees 4) Blue Bagger, Inc.; 40 West 5th Street, Covington, KY 44011; 12/15/2018; Owner; Consulting; Not investment related; 2 hours/month; 1 hour/month during business hours; Ownership, Passive income, Profits. 5) Friends of Lauren Hill Memorial Park; 18128 Horizon way, Lawrenceburg, IN 47025; 01/2020; Treasurer; Help founders with financial matters; Not investment related; 2 hours/month; 2 hours/month during business hours; No compensation. 6) 40 West 5th Street, LLC; 40 West 5th Street, Covington, KY 44011; 2012; Owner; Entity owns building where Evergreen Advisors is located; Not investment related; 1 hour/month; 0 hours/month during business hours; Ownership. 7) Evergreen Advisors, Inc.; 40 W 5th Street, Covington, KY 41011; 12/26/2002; President; Financial Services including Financial Planning, Investment Management, and more; Investment Related; 160 hours/month; 160 hours/month during business hours; Expense Reimbursement, Ownership, Passive Income, Profits, Commissions, Wages/Salary/Tips, Referrals or Referral Fees. 8) Elder High School Investment Committee; 3900 Vincent Ave, Cincinnati, OH 45205; Private High School Investment Committee; Investment Related; Committee Member; This committee oversees the managers that run the endowment. The endowment is managed by outside managers and not by the investment committee; 5/01/2025; 1 hr/mo; 1hr/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-27
• S63 Uniform Securities Agent State Law Examination
  1995-10-19