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Macy Lee Schultz

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saginaw, MI

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-10
MI RA APPROVED 2023-02-07
  • TX RA
    APPROVED
    Since 2023-02-10
  • MI RA
    APPROVED
    Since 2023-02-07

Branch Locations

4805 Towne Centre Rd, Saginaw, MI 48604 • United States

One Bryant Park, New York, NY 10036 • 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 Saginaw MI 12/2020 Present
Covenant Health Care Saginaw MI 08/2020 11/2020
U.P. Health Systems - Duke Life Point Health Saginaw MI 07/2018 08/2020
Manpower Marquette MI 05/2018 07/2018
Quick Trophy Marquette MI 08/2017 05/2018
Inventory Specialist Marquette MI 05/2014 11/2017
  • 12/2020 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Saginaw, MI
  • 08/2020 → 11/2020
    Covenant Health Care
    Saginaw, MI
  • 07/2018 → 08/2020
    U.P. Health Systems - Duke Life Point Health
    Saginaw, MI
  • 05/2018 → 07/2018
    Manpower
    Marquette, MI
  • 08/2017 → 05/2018
    Quick Trophy
    Marquette, MI
  • 05/2014 → 11/2017
    Inventory Specialist
    Marquette, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
  • S66 Uniform Combined State Law Examination
    2023-02-06

View on SEC IAPD

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DANA LIANNE GIBBS
TIMOTHY LEE BALDWIN
CHARISSE LEIGH VERESH

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · SAGINAW, MI
RAYMOND JAMES & ASSOCIATES, INC. · SAGINAW, MI
CWM, LLC · Saginaw, MI
J.P. MORGAN SECURITIES LLC · SAGINAW, MI
OSAIC WEALTH, INC. · SAGINAW, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Saginaw, MI
MORGAN STANLEY · Saginaw, MI
OSAIC WEALTH, INC. · SAGINAW, MI

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