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Patrick House

Morgan Stanley

Savannah, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-06
GA RA APPROVED 2023-02-21
  • TX RA
    APPROVED_RES
    Since 2023-03-06
  • GA RA
    APPROVED
    Since 2023-02-21

Branch Locations

7402 Hodgson Memorial Drive Suite 100, Savannah, GA 31406 • 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
Fidelity Brokerage Services Llc Durham NC 01/2015 11/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah GA 11/2017 02/2023
Bank Of America N.A. Savannah GA 02/2020 02/2023
Morgan Stanley Smith Barney Llc Savannah GA 02/2023 Present
Morgan Stanley Private Bank, N.A New York NY 03/2023 Present
  • 01/2015 → 11/2017
    Fidelity Brokerage Services Llc
    Durham, NC
  • 11/2017 → 02/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Savannah, GA
  • 02/2020 → 02/2023
    Bank Of America N.A.
    Savannah, GA
  • 02/2023 → Present
    Morgan Stanley Smith Barney Llc
    Savannah, GA
  • 03/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-19
S63 Uniform Securities Agent State Law Examination 2016-02-08
  • S66 Uniform Combined State Law Examination
    2016-10-19
  • S63 Uniform Securities Agent State Law Examination
    2016-02-08
Other Names
  • Patrick David House

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA
PFS INVESTMENTS INC. · SAVANNAH, GA
CHARLES SCHWAB & CO., INC. · Savannah, GA
RL WRIGHT & ASSOCIATES, LLC · SAVANNAH, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Savannah, GA
BULL STREET ADVISORS · SAVANNAH, GA

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