MORRIS JAMES MARC appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MORRIS JAMES MARC appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FMA WEALTH MANAGEMENT, LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | DUXBURY, MA |
| — | Form ADV | FSA WEALTH MANAGEMENT, LLC | MANAGING PARTNER | NEEDHAM, MA |
| — | Form ADV | FINANCIAL MANAGEMENT ASSOCIATES, LLC | MEMBER/CHIEF COMPLIANCE OFFICER | NORTH ANDOVER, MA |