Tegan Schultz

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-10-23
TX	RA	APPROVED	2017-04-21
WI	RA	APPROVED	2017-04-18

IL RA
APPROVED

Since 2025-10-23
TX RA
APPROVED

Since 2017-04-21
WI RA
APPROVED

Since 2017-04-18

Branch Locations

Harvard, IL • United States

2600 Browns Lake Dr, Burlington, WI 53105 • 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

Organization	City	State	From	To
Exemplar Financial Network	Walworth	WI	05/2014	12/2016
Cetera Advisor Networks Llc	El Segundo	CA	05/2014	12/2016
Tds Financial Agency Llc	Harvard	IL	10/2013	04/2017
Acro Magnetics	Harvard	IL	02/2015	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Burlington	WI	04/2017	Present
Unemployed	Harvard	IL	01/2017	04/2017
Bank Of America, N.A.	Burlington	WI	10/2022	Present

05/2014 → 12/2016

Exemplar Financial Network

Walworth, WI
05/2014 → 12/2016

Cetera Advisor Networks Llc

El Segundo, CA
10/2013 → 04/2017

Tds Financial Agency Llc

Harvard, IL
02/2015 → Present

Acro Magnetics

Harvard, IL
04/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Burlington, WI
01/2017 → 04/2017

Unemployed

Harvard, IL
10/2022 → Present

Bank Of America, N.A.

Burlington, WI

Previous Registrations

2015-09-25 → 2016-12-14

Cetera Wealth Services, Llc

Walworth, WI

Other Businesses

I*104555 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ACRO MAGNETICS INC INVESTMENT RELATED: N ADDRESS OF BUSINESS: HARVARD, ILLINOIS 60033 NATURE OF BUSINESS: FAMILY BUSINESS, POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 4/12/2017 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS BUSINESS IS OWNED BY MY FATHER-IN-LAW. I HELP OUT WITH PRODUCTION/MANUFACTURING ON AN AS NEEDED BASIS. I TYPICALLY WORK LESS THAN 10 HOURS PER YEAR.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-22

S66 Uniform Combined State Law Examination

2015-09-22

Other Names

Tegan D Schultz
Tegan D Hemb

View on SEC IAPD