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Zachary Ochsenschlager

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Carmel, IN

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-05
TX RA APPROVED 2023-04-11
CA RA APPROVED 2023-04-10
  • IN RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2023-04-11
  • CA RA
    APPROVED
    Since 2023-04-10

Branch Locations

14933 Thatcher Ln, Carmel, IN 46032 • 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 Chandler AZ 12/2022 Present
Puffs Smoke Shop Carson City NV 04/2018 02/2022
Dauntless Gilbert AZ 05/2018 08/2018
Arizona State University Tempe AZ 08/2017 12/2022
Juice It Up! Portland OR 07/2016 08/2017
Teksystems Portland OR 07/2018 02/2019
Bank Of America, N.A. Chandler AZ 10/2024 Present
  • 12/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 04/2018 → 02/2022
    Puffs Smoke Shop
    Carson City, NV
  • 05/2018 → 08/2018
    Dauntless
    Gilbert, AZ
  • 08/2017 → 12/2022
    Arizona State University
    Tempe, AZ
  • 07/2016 → 08/2017
    Juice It Up!
    Portland, OR
  • 07/2018 → 02/2019
    Teksystems
    Portland, OR
  • 10/2024 → Present
    Bank Of America, N.A.
    Chandler, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-03
  • S66 Uniform Combined State Law Examination
    2023-04-03

View on SEC IAPD

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Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

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