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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 2024-02-29
PA RA APPROVED 2023-06-08
  • TX RA
    APPROVED
    Since 2024-02-29
  • PA RA
    APPROVED
    Since 2023-06-08

Branch Locations

1600 Jfk Blvd, Philadelphia, PA 19103 • 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
The Vanguard Group, Inc. Malvern PA 11/2021 05/2023
Paychex Charlotte NC 08/2020 10/2021
Plan-It-Roi Denville NJ 05/2017 08/2019
University Of Delaware Newark DE 08/2016 05/2020
American University Washington D.C DC 08/2016 12/2016
Pachamama Newark DE 01/2019 04/2019
Smartchef Washington Dc DC 08/2016 12/2016
Ironbar Morristown NJ 06/2016 01/2017
Jerry's Bar Philadelphia PA 01/2023 03/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Philadelphia PA 05/2023 Present
Eat Street Inc Newark DE 03/2019 03/2019
Iron Bar Llc Morristown NJ 06/2015 02/2017
Bank Of America, N.A. Philadelphia PA 06/2023 Present
  • 11/2021 → 05/2023
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2020 → 10/2021
    Paychex
    Charlotte, NC
  • 05/2017 → 08/2019
    Plan-It-Roi
    Denville, NJ
  • 08/2016 → 05/2020
    University Of Delaware
    Newark, DE
  • 08/2016 → 12/2016
    American University
    Washington D.C, DC
  • 01/2019 → 04/2019
    Pachamama
    Newark, DE
  • 08/2016 → 12/2016
    Smartchef
    Washington Dc, DC
  • 06/2016 → 01/2017
    Ironbar
    Morristown, NJ
  • 01/2023 → 03/2023
    Jerry's Bar
    Philadelphia, PA
  • 05/2023 → Present
    Philadelphia, PA
  • 03/2019 → 03/2019
    Eat Street Inc
    Newark, DE
  • 06/2015 → 02/2017
    Iron Bar Llc
    Morristown, NJ
  • 06/2023 → Present
    Bank Of America, N.A.
    Philadelphia, PA
Previous Registrations
Other Businesses

I*2771272 Entity Type: School, College or University Name of OBA: Springside Chestnut Hill Academy Address:Philadelphia, PA Investment Related:no Position, Title, Association:Employee Start Date:02/01/2026 No Hours: 5 Weekly No Hours during trading:0 Duties:High School Assistant Lacrosse Coach for the boys team. I will be coaching the Face Off team for the Boys lacrosse team I*2770280 Entity Type: For Profit Name of OBA: Futures Club Lacrosse Address:Philadelphia, PA Investment Related:No Position, Title, Association:Employee Start Date:10/26/2025 No Hours: 2 Weekly No Hours during trading:0 Duties:Assistant Lacrosse Coach for a Club 8th Grade Boys Lacrosse team

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-14
  • S66 Uniform Combined State Law Examination
    2022-02-14
Other Names
  • Zach Lane Shuster
  • Zachary Shuster
  • Zachary Lane Shuster

View on SEC IAPD

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