Best Investors Account Sign in

Patrick Lee Revels

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Gilbert, AZ

Scottsdale, AZ

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-27
TX RA APPROVED_RES 2016-07-28
NV RA APPROVED 2016-07-05
  • CA RA
    APPROVED
    Since 2024-11-27
  • TX RA
    APPROVED_RES
    Since 2016-07-28
  • NV RA
    APPROVED
    Since 2016-07-05

Branch Locations

Gilbert, AZ • United States

14636 N Scottsdale Rd, Scottsdale, AZ 85254 • 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 Reno NV 06/2016 Present
Previous Registrations
  • 2013-10-28 → 2016-06-03
    Strategic Advisers Llc
    Reno, NV
  • 2005-04-07 → 2013-07-09
    Td Ameritrade, Inc.
    Bellevue, WA
  • 2006-04-25 → 2013-07-09
    Td Ameritrade Investment Management, Llc
    Bellevue, WA
    Bellevue, WA
  • 2003-02-10 → 2005-04-11
    Waddell & Reed
    Lewiston, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-13
S63 Uniform Securities Agent State Law Examination 2000-02-10
  • S65 Uniform Investment Adviser Law Examination
    2000-04-13
  • S63 Uniform Securities Agent State Law Examination
    2000-02-10
Other Names
  • Patrick Revels

View on SEC IAPD

More in Gilbert, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor