Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-02-24
NH RA APPROVED 2015-11-10
  • TX RA
    APPROVED
    Since 2016-02-24
  • NH RA
    APPROVED
    Since 2015-11-10

Branch Locations

63 S Main St, Hanover, NH 03755 • 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 Hanover NH 07/2015 Present
Bank Of America, N.A. Hanover NH 11/2016 Present
Other Businesses

I*1348287For profit or not for profit: Entity CharitableName of outside business organization: Kimball Union AcademyInvestment related: NAddress of business: meriden, New Hampshire, 03770, United StatesNature of business: ["School, College or University"]Position, title, association: ["Board Member"], Start date of relationship: 7/29/2023Number of hours devoted: 7 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , general board duties, reviewing organization of entity, voting on topics presented by head of school and others in senior positions, searching and voting on new board members, voting on proposed budgets, reviewing and voting on plans for school expansion. I*557346, Entity Type Entity Charitable, Name of OBA: Howe Library Corporation Address: hanoverNew Hampshire03755 Investment Related: Yes Position, Title, Association: Committee Employee Start Date: 01/03/2022No Hours:1 monthly No Hours during trading: 0 Duties: Serve as committee member in larger finance committee, monitoring the library's general finances, balance sheet, cash flows, development activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-09
  • S66 Uniform Combined State Law Examination
    2015-11-09
Other Names
  • Sheldon E Stansfield

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Hanover, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor