Chad William Mccauley

Current Employers

Employment History

• 06/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Louisville, KY
• 12/2009 → Present
  Bank Of America,Na
  Louisville, KY

Other Businesses

BUSINESS NAME: NAZARETH MONTESSORI CHILDRENS CENTERBUSINESS ADDRESS: NOINVESTMENT RELATED? : NOPOSITION HELD: FINANCE COMMITTEEBUSINESS TYPE: EDUCATION - SCHOOLHOURS/MONTH DEVOTED: HOURS/MONTH DEVOTED DURINGSECURITIES TRADING HOURS: OTHER BUSINESS DESCRIPTION: DUTIES RELATING TO BUSINESS: I*: 412935Entity Type: Entity For ProfitName of OBA: Tri Mac Trips LLCAddress: Louisville, KYInvestment Related: NoPosition, Title, Association: OwnerEmployee Start Date: 02/28/2014Number of Hours: 0Number of Hours during trading: 0Duties: Business is dissolved except KY SOS. I*: 2466273Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO J. L M. IRRA FBO J. L M.Address: Louisville, KY 40222Investment Related: NoPosition, Title, Association: POAEmployee Start Date: 05/13/2025Number of Hours: 2 hrs annuallyNumber of Hours during trading: 1 hr annually Duties: POA for parents I*2478292, Entity Type: , Name of OBA: J L M AND D S M JTWROS , Address: bardstown, Kentucky, 40004, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 05/19/2025, No Hours: 1 Yearly, No Hours during Trading: 1 Yearly, Duties: I*2562319, Entity Type: Entity Charitable, Name of OBA: Bethlehem High School, Address: bardstown, Kentucky, 40004, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/05/2025, No Hours: 5 Monthly, No Hours during Trading: 1 Monthly, Duties: Board member of local private high school, Serve as a board member. I could be assigned a committee but have no knowledge to what this will be. I will disclose before joining any finance committee but unsure if I will be on a committee at this time. I*3297271 Entity Type: For Profit Name of OBA: Name TBD Address: Louisville, KY 40299 Investment Related: No Position, Title, Association: Owner Employee Start Date: 12/17/2025 Number of Hours: 4, Monthly Number of Hours during trading: 1, Monthly Duties: The LLC will purchase homes that may need repair. The homes could be sold, rented or rent to own. I and another owner will provide the capital but not run the business. The managing partner who will also be an LLC owner will run the day to day operations. Provide capital. I will not run the day to day operations of the business.

Exams

• S66 Uniform Combined State Law Examination
  1997-10-09

Other Names

• Chad Mccauley