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Chad Patrick Staatz

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kansas City, MO

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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 2023-05-30
MO RA APPROVED 2023-05-04
  • TX RA
    APPROVED
    Since 2023-05-30
  • MO RA
    APPROVED
    Since 2023-05-04

Branch Locations

1200 Main St, Kansas City, MO 64105 • 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 Kansas City MO 09/2021 Present
Genesis Health Clubs Olathe KS 04/2017 09/2021
Healthridge Fitness Center Olathe KS 05/2016 04/2017
Red Lobster Olathe KS 09/2017 10/2017
Bank Of America, N.A. Kansas City MO 09/2021 Present
Kansas State University Manhattan KS 08/2020 12/2021
  • 09/2021 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Kansas City, MO
  • 04/2017 → 09/2021
    Genesis Health Clubs
    Olathe, KS
  • 05/2016 → 04/2017
    Healthridge Fitness Center
    Olathe, KS
  • 09/2017 → 10/2017
    Red Lobster
    Olathe, KS
  • 09/2021 → Present
    Bank Of America, N.A.
    Kansas City, MO
  • 08/2020 → 12/2021
    Kansas State University
    Manhattan, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-03
  • S66 Uniform Combined State Law Examination
    2023-05-03
Other Names
  • Chad Staatz

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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