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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-18
TX RA APPROVED 2025-07-18
  • CA RA
    APPROVED
    Since 2025-07-18
  • TX RA
    APPROVED
    Since 2025-07-18

Branch Locations

2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • 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
J.P. Morgan Securities Llc Tempe AZ 02/2022 04/2025
Jpmorgan Chase Bank, N.A. Tempe AZ 02/2022 04/2025
Altabank Highland UT 03/2021 02/2022
The Domani Group Orem UT 05/2020 02/2021
Christmas Tree Farm Lehi UT 10/2019 12/2019
Uber (Lyft) Mesa AZ 08/2018 12/2018
Safeway Morgan Hill CA 03/2017 12/2017
Utah Valley University Orem UT 08/2019 12/2021
Arizona State University Tempe AZ 08/2017 08/2019
Unemployed Morgan Hill CA 04/2016 02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 04/2025 Present
Bank Of America, N.A. Chandler AZ 06/2025 Present
  • 02/2022 → 04/2025
    J.P. Morgan Securities Llc
    Tempe, AZ
  • 02/2022 → 04/2025
    Jpmorgan Chase Bank, N.A.
    Tempe, AZ
  • 03/2021 → 02/2022
    Altabank
    Highland, UT
  • 05/2020 → 02/2021
    The Domani Group
    Orem, UT
  • 10/2019 → 12/2019
    Christmas Tree Farm
    Lehi, UT
  • 08/2018 → 12/2018
    Uber (Lyft)
    Mesa, AZ
  • 03/2017 → 12/2017
    Safeway
    Morgan Hill, CA
  • 08/2019 → 12/2021
    Utah Valley University
    Orem, UT
  • 08/2017 → 08/2019
    Arizona State University
    Tempe, AZ
  • 04/2016 → 02/2017
    Unemployed
    Morgan Hill, CA
  • 04/2025 → Present
    Chandler, AZ
  • 06/2025 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
S63 Uniform Securities Agent State Law Examination 2022-06-03
  • S66 Uniform Combined State Law Examination
    2025-05-28
  • S63 Uniform Securities Agent State Law Examination
    2022-06-03
Other Names
  • Nate Schilling
  • Nathan Schilling
  • Nathan Scott Schilling

View on SEC IAPD

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