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Patrick Michael Willer

Morgan Stanley

West Des Moines, IA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2015-06-29
  • IA RA
    APPROVED
    Since 2015-06-29

Branch Locations

1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266 • 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
OrganizationCityStateFromTo
Morgan Stanley Des Moines IA 04/2015 Present
Morgan Stanley Private Bank, National Association New York NY 07/2015 Present
  • 04/2015 → Present
    Des Moines, IA
  • 07/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Other Businesses

1. Toggle LLC; Investment related Yes; Logistics & Technology; board member (proprietor, partner, officer, director, employee, trustee, agent); Dec 2018; During business hours: 0; After business hours: 3.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-27
  • S66 Uniform Combined State Law Examination
    2015-06-27

View on SEC IAPD

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