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Chad Christopher Michaelis

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chandler, AZ

Philadelphia, PA

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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_RES 2022-01-24
NJ RA APPROVED 2020-12-11
PA RA APPROVED 2019-10-07
  • TX RA
    APPROVED_RES
    Since 2022-01-24
  • NJ RA
    APPROVED
    Since 2020-12-11
  • PA RA
    APPROVED
    Since 2019-10-07

Branch Locations

2555-2595 W Chandler Blvd Global Human Resources- The Academy, Chandler, AZ 85224 • United States

1600 Jfk Blvd, Philadelphia, PA 19103 • 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 Philadelphia PA 06/2019 Present
Unemloyed Egg Harbor Township NJ 12/2018 06/2019
Clemson University Clemson SC 08/2014 12/2018
Bank Of America, N.A. Philadelphia PA 09/2019 Present
  • 06/2019 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Philadelphia, PA
  • 12/2018 → 06/2019
    Unemloyed
    Egg Harbor Township, NJ
  • 08/2014 → 12/2018
    Clemson University
    Clemson, SC
  • 09/2019 → Present
    Bank Of America, N.A.
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-04
  • S66 Uniform Combined State Law Examination
    2019-10-04

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ
EDWARD JONES · CHANDLER, AZ
LPL FINANCIAL LLC · CHANDLER, AZ
VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ
WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ
EDWARD JONES · SUN LAKES, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ
INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

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