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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-02-10
TX RA APPROVED_RES 2011-01-05
IN RA APPROVED 2008-05-09
  • FL RA
    APPROVED
    Since 2021-02-10
  • TX RA
    APPROVED_RES
    Since 2011-01-05
  • IN RA
    APPROVED
    Since 2008-05-09

Branch Locations

510 E 96Th St, Indianapolis, IN 46240 • 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 Indianapolis IN 01/2008 Present
Bank Of America,N.A. Indianapolis IN 06/2011 Present
Other Businesses

I*1663274, Entity Type: Entity Charitable, Name of OBA: Indianapolis Museum of Art, Address: Indianapolis, Indiana, 46208, Investment Related: Y, Position, Title, Association: Committee, Board Member, Employee State Date: 01/10/2024, No Hours: 100 Yearly, No Hours during Trading: 50 Yearly, Duties: The entity is a cultural institution with wide ranges of activations and a Garden, an important institution within Indy and the US. My role is to be be one of 25 board members to help guide he Institution with various responsibilities and roles. Expected to be active on Finance and Investment committees. I am there as a voting committee member for the Finance and the investment committee. I do not have a leadership role on these committees. I am there to hear reviews from the museum leadership team, proposals from the staff, hear budgets, review financials,.etc.. I do not prepare any documents or sign anything as a committee member. I attend meetings, review items on the docket and then vote. There are roughly 5 Trustees on each the investment and the Finance committee.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-07
  • S66 Uniform Combined State Law Examination
    2008-05-07
Other Names
  • Robert C Scheele
  • Robert Cj Scheele

View on SEC IAPD

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