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Lisa K Marcinkowski

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

Sturtevant, WI

Milwaukee, WI

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-05-24
TX RA APPROVED_RES 2010-06-03
IL RA APPROVED 2006-08-07
  • WI RA
    APPROVED
    Since 2024-05-24
  • TX RA
    APPROVED_RES
    Since 2010-06-03
  • IL RA
    APPROVED
    Since 2006-08-07

Branch Locations

13355 Noel Rd Division - Texas South, Dallas, TX 75240 • United States

Sturtevant, WI • United States

833 E Michigan St, Milwaukee, WI 53202 • 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 Northbrook IL 03/1999 Present
Previous Registrations
  • 2002-06-20 → 2006-08-07
    Merrill Lynch Investment Managers Lp
    Northbrook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-22
  • S66 Uniform Combined State Law Examination
    2002-02-22
Other Names
  • Lisa K Schultz
  • Lisa Kay Marcinkowski
  • Lisa K Schultz

View on SEC IAPD

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