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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-20
IL RA APPROVED 2023-07-31
TX RA APPROVED 2023-07-19
  • CA RA
    APPROVED
    Since 2026-07-20
  • IL RA
    APPROVED
    Since 2023-07-31
  • TX RA
    APPROVED
    Since 2023-07-19

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

14636 N Scottsdale Rd, Scottsdale, AZ 85254 • 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 Northbrook IL 05/1993 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 05/1993 Present
Other Businesses

I*4525276 Entity Type: Fiduciary Role Name of OBA: MLPF& S CUST FPO MRS S R E IRA FBO MRS S R E Address: Chicago, Illinois, 60646 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/07/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Parents I*4529270 Entity Type: Fiduciary Role Name of OBA: MRS S R E Address: Chicago, Illinois, 60646 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/07/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Parents I*4529271 Entity Type: Fiduciary Role Name of OBA: MRS S R E Address: Chicago, Illinois, 60646 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 05/07/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Power of Attorney/Parents I*4836285 Entity Type: Fiduciary role Name of OBA: J. E. GST Trust Address: Scottsdale, Arizona, 85260 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/22/2005 Number of Hours: 0 Number of Hours during trading: 0 Duties: Co-Trustee/Child/Grandchild I*4881272 Entity Type: Fiduciary role Name of OBA: MLPF& S CUST FPO MRS S. R E. IRA FBO MRS S. R E. Address: Scottsdale, Arizona, 85260 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/30/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild I*4881271 Entity Type: Fiduciary role Name of OBA: MRS S. R E. TOD BENEFICIARIES ON FILE Address: Scottsdale, Arizona, 85260 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/30/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild I*4881270 Entity Type: Fiduciary role Name of OBA: MRS S. R E. TOD BENEFICIARIES ON FILE Address: Scottsdale, Arizona, 85260 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 04/30/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Child/Grandchild I*5067269 Entity Type: Fiduciary role Name of OBA: S. E. TTEE S. B. TTEE U/W H. E. Address: Scottsdale, Arizona, 85260 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 07/22/2026 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee Child/Grandchild

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-01
S63 Uniform Securities Agent State Law Examination 1999-12-27
  • S65 Uniform Investment Adviser Law Examination
    2023-06-01
  • S63 Uniform Securities Agent State Law Examination
    1999-12-27
Other Names
  • Shari Eager
  • Sharon A Eager
  • Sharon Bracke
  • Sharon Ann Eager
  • Shari Bracke
  • Shari Bracke

View on SEC IAPD

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