William Patrick Mcglothin

Current Employers

New Edge Wealth

2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-07-14
TX	RA	APPROVED	2025-07-14

TN RA
APPROVED

Since 2025-07-14
TX RA
APPROVED

Since 2025-07-14

Branch Locations

4315 Kingston Pike, Suite 210, Knoxville, TN 37919 • United States

2200 Atlantic Street Suite 200, Stamford, CT 06902 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney	Knoxville	TN	06/2009	07/2025
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	07/2025
Newedge Securities, Llc	Pittsburgh	PA	07/2025	Present
Newedge Wealth	Stamford	CT	07/2025	Present

06/2009 → 07/2025

Morgan Stanley Smith Barney

Knoxville, TN
01/2015 → 07/2025

Morgan Stanley Private Bank, National Association

New York, NY
07/2025 → Present

Newedge Securities, Llc

Pittsburgh, PA
07/2025 → Present

Newedge Wealth

Stamford, CT

Previous Registrations

2009-06-01 → 2025-06-13

Morgan Stanley

Knoxville, TN
2005-01-24 → 2009-06-01

Citigroup Global Markets Inc.

Knoxville, TN

Knoxville, TN

Other Businesses

1. Fixed insurance and annuities* Yes Invest*Knoxville, TN*Fixed insurance and annuity products offered to interested clients*Agent*2 Hrs Trade/0 Non trade*10/1/25

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-01-20
S63	Uniform Securities Agent State Law Examination	2004-12-30

S65 Uniform Investment Adviser Law Examination

2005-01-20
S63 Uniform Securities Agent State Law Examination

2004-12-30

Other Names

W. Patrick Mcglothin

View on SEC IAPD