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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-12-09
  • UT RA
    APPROVED
    Since 2019-12-09

Branch Locations

60 E South Temple St, Salt Lake City, UT 84111 • United States

Syracuse, UT • United States

3455 Peachtree Rd Ne, Atlanta, GA 30326 • 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 Salt Lake City UT 06/2018 Present
Velks Llc West Haven UT 05/2013 09/2018
Keybank Orem UT 05/2017 05/2018
Wells Fargo Ogden UT 03/2013 09/2016
Brigham Young University Provo UT 08/2015 08/2018
Bank Of America, N.A. Salt Lake City UT 10/2019 Present
  • 06/2018 → Present
    Salt Lake City, UT
  • 05/2013 → 09/2018
    Velks Llc
    West Haven, UT
  • 05/2017 → 05/2018
    Keybank
    Orem, UT
  • 03/2013 → 09/2016
    Wells Fargo
    Ogden, UT
  • 08/2015 → 08/2018
    Brigham Young University
    Provo, UT
  • 10/2019 → Present
    Bank Of America, N.A.
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
  • S66 Uniform Combined State Law Examination
    2019-12-06
Other Names
  • Shae Russell

View on SEC IAPD

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