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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 2025-08-15
IL RA APPROVED 2025-08-14
  • TX RA
    APPROVED
    Since 2025-08-15
  • IL RA
    APPROVED
    Since 2025-08-14

Branch Locations

1033 Skokie Blvd, Northbrook, IL 60062 • 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
Us Together Inc Cleveland OH 07/2022 01/2023
Bankers Life & Casualty, Inc Libertyville IL 02/2023 07/2025
Amazon Cleveland OH 05/2020 08/2020
Les Jones Roofing Minneapolis MN 05/2019 08/2019
Case Western Reserve University Cleveland OH 08/2018 05/2022
King's Academy Madaba 08/2015 07/2018
Doordash Cleveland OH 05/2021 06/2022
Bankers Life Securities, Inc Libertyville IL 04/2024 07/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook IL 07/2025 Present
Documenters By City Bureau Cleveland OH 05/2021 05/2022
Wheaton Academy Wheaton IL 06/2018 09/2018
Bank Of America, N.A. Northbrook IL 09/2025 Present
  • 07/2022 → 01/2023
    Us Together Inc
    Cleveland, OH
  • 02/2023 → 07/2025
    Bankers Life & Casualty, Inc
    Libertyville, IL
  • 05/2020 → 08/2020
    Amazon
    Cleveland, OH
  • 05/2019 → 08/2019
    Les Jones Roofing
    Minneapolis, MN
  • 08/2018 → 05/2022
    Case Western Reserve University
    Cleveland, OH
  • 08/2015 → 07/2018
    King's Academy
    Madaba
  • 05/2021 → 06/2022
    Doordash
    Cleveland, OH
  • 04/2024 → 07/2025
    Bankers Life Securities, Inc
    Libertyville, IL
  • 07/2025 → Present
    Northbrook, IL
  • 05/2021 → 05/2022
    Documenters By City Bureau
    Cleveland, OH
  • 06/2018 → 09/2018
    Wheaton Academy
    Wheaton, IL
  • 09/2025 → Present
    Bank Of America, N.A.
    Northbrook, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-28
  • S66 Uniform Combined State Law Examination
    2024-05-28
Other Names
  • Samuel Shannon Bachelor
  • Samuel Bachelor
  • Sam Bachelor

View on SEC IAPD

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