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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 2024-12-18
AL RA APPROVED 2024-12-06
  • TX RA
    APPROVED
    Since 2024-12-18
  • AL RA
    APPROVED
    Since 2024-12-06

Branch Locations

4725 Whitesburg Dr Se, Huntsville, AL 35802 • 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
Morgan Stanley Huntsville AL 08/2022 06/2024
Soles Dance Center Huntsville AL 05/2020 Present
Pure Barre Madison AL 04/2021 01/2022
Elitaire Boutique Huntsville AL 04/2022 10/2023
Rpm Wholesale Huntsville AL 08/2020 05/2021
Troy University Troy AL 08/2016 05/2020
Ae Wealth Management, Llc Topeka KS 06/2024 10/2024
Echo Nutrition Troy AL 04/2020 07/2020
Lake Bryn Mawr Camp Honesdale PA 06/2021 08/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Huntsville AL 11/2024 Present
Tile And Stone Market Huntsville AL 01/2022 Present
Wg Financial Group Huntsville AL 07/2024 10/2024
Bank Of America, N.A Huntsville AL 01/2025 Present
  • 08/2022 → 06/2024
    Huntsville, AL
  • 05/2020 → Present
    Soles Dance Center
    Huntsville, AL
  • 04/2021 → 01/2022
    Pure Barre
    Madison, AL
  • 04/2022 → 10/2023
    Elitaire Boutique
    Huntsville, AL
  • 08/2020 → 05/2021
    Rpm Wholesale
    Huntsville, AL
  • 08/2016 → 05/2020
    Troy University
    Troy, AL
  • 06/2024 → 10/2024
    Topeka, KS
  • 04/2020 → 07/2020
    Echo Nutrition
    Troy, AL
  • 06/2021 → 08/2021
    Lake Bryn Mawr Camp
    Honesdale, PA
  • 11/2024 → Present
    Huntsville, AL
  • 01/2022 → Present
    Tile And Stone Market
    Huntsville, AL
  • 07/2024 → 10/2024
    Wg Financial Group
    Huntsville, AL
  • 01/2025 → Present
    Bank Of America, N.A
    Huntsville, AL
Previous Registrations
Other Businesses

I*: 2107274 Name of the other business: Tile and Stone Market Whether the business is investment-related: No Address of the other business: Huntsville, AL Nature of the other business: Retail Your position: Social Media Manager Title, or relationship with the other business: Social Media Manager Start date of your relationship: 01/2022 Approximate number of hours/month you devote to the other business: 4 hours/month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I manage the store's social media accounts I*: 2107273 Name of the other business: Soles Dance Center Whether the business is investment-related: No Address of the other business: Huntsville, AL Nature of the other business: Fitness Studio Your position: Dance Instructor Title, or relationship with the other business: Dance Instructor Start date of your relationship: 08/2020 Approximate number of hours/month you devote to the other business: 16 hours/month Number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I teach 2 dance classes a week to children

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-06
  • S66 Uniform Combined State Law Examination
    2024-01-06
Other Names
  • Shelby M Buchanan
  • Shelby Marie Buchanan
  • Shelby Buchanan

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