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Sheila M Wistar

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Canfield, OH

New York, NY

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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 2026-04-27
OH RA APPROVED 2025-05-19
  • TX RA
    APPROVED
    Since 2026-04-27
  • OH RA
    APPROVED
    Since 2025-05-19

Branch Locations

4137 Boardman Canfield Rd, Canfield, OH 44406 • United States

One Bryant Park, New York, NY 10036 • 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 Canfield OH 10/2022 Present
Unemployed Cortland OH 08/2022 10/2022
Union Savings Bank Independence OH 07/2022 08/2022
Unemployed Cortland OH 06/2022 07/2022
Crosscountry Mortgage, Llc. Brecksville OH 05/2016 06/2022
  • 10/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Canfield, OH
  • 08/2022 → 10/2022
    Unemployed
    Cortland, OH
  • 07/2022 → 08/2022
    Union Savings Bank
    Independence, OH
  • 06/2022 → 07/2022
    Unemployed
    Cortland, OH
  • 05/2016 → 06/2022
    Crosscountry Mortgage, Llc.
    Brecksville, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-17
  • S66 Uniform Combined State Law Examination
    2025-05-17
Other Names
  • Sheila Mae Boyles
  • Sheila Mae Rosenberger
  • Sheila Mae Wistar
  • Sheila M Boyles
  • Sheila M Rosenberger

View on SEC IAPD

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Other Offices

BPS WEALTH ADVISORS, INC. · CANFIELD, OH
BPS WEALTH ADVISORS, INC. · Canfield, OH
BPS WEALTH ADVISORS, INC. · Canfield, OH
WELLS FARGO CLEARING SERVICES, LLC · CANFIELD, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CANFIELD, OH
MORGAN STANLEY · CANFIELD, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Canfield, OH
SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD. · CANFIELD, OH

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