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Ian Shanklin

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL

Charlotte, NC

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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 2026-06-08
NC RA APPROVED 2026-06-02
  • TX RA
    APPROVED
    Since 2026-06-08
  • NC RA
    APPROVED
    Since 2026-06-02

Branch Locations

540 W Madison St Ci Client Services, Chicago, IL 60661 • United States

401 N Tryon St Ci Client Services, Charlotte, NC 28255 • 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 Charlotte NC 04/2026 Present
The Long Run Knoxville NC 09/2023 09/2024
Mcdonalds Whitsett NC 07/2016 11/2016
Unemployed Greensboro NC 09/2024 04/2026
Ncsu Raleigh NC 11/2016 05/2023
Unemployed Greensboro NC 05/2023 09/2023
Walter Hines Page Hs Greensboro NC 08/2013 06/2017
North Carolina State University Raleigh NC 08/2017 05/2023
  • 04/2026 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Charlotte, NC
  • 09/2023 → 09/2024
    The Long Run
    Knoxville, NC
  • 07/2016 → 11/2016
    Mcdonalds
    Whitsett, NC
  • 09/2024 → 04/2026
    Unemployed
    Greensboro, NC
  • 11/2016 → 05/2023
    Ncsu
    Raleigh, NC
  • 05/2023 → 09/2023
    Unemployed
    Greensboro, NC
  • 08/2013 → 06/2017
    Walter Hines Page Hs
    Greensboro, NC
  • 08/2017 → 05/2023
    North Carolina State University
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-13
S65 Uniform Investment Adviser Law Examination 2025-11-20
  • S63 Uniform Securities Agent State Law Examination
    2026-03-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-20

View on SEC IAPD

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