Moira L. Patterson

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2014-03-03

NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2014-03-03

Branch Locations

58 South Service Road Suite 400, Melville, NY 11747 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Citigroup Global Markets Inc.	Melville	NY	03/2005	Present
Morgan Stanley Smith Barney	Melville	NY	06/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

03/2005 → Present

Citigroup Global Markets Inc.

Melville, NY
06/2009 → Present

Morgan Stanley Smith Barney

Melville, NY
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

*539209 - Trust; Investment related: Yes; Syosset, New York; Trust; Trustee/Co-Trustee; 12/2022; During business hours: 1; After business hours: 0;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-06-21
S63	Uniform Securities Agent State Law Examination	2005-06-02
S66	Uniform Combined State Law Examination	2002-02-04

S65 Uniform Investment Adviser Law Examination

2005-06-21
S63 Uniform Securities Agent State Law Examination

2005-06-02
S66 Uniform Combined State Law Examination

2002-02-04