Patrick Moss

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-07-02
MI	RA	APPROVED	2025-06-20

Branch Locations

Highland, MI • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	03/2022	06/2023
Michigan State University	East Lansing	MI	08/2016	05/2020
Bank Of America	Grand Rapids	MI	06/2019	03/2022
Forest Akers Golf Course	East Lansing	MI	01/2018	06/2019
Dunham Hills Golf Course	Hartland	MI	04/2015	04/2018
Slavic Wealth Management, Inc	Highland	MI	07/2023	05/2025
Slavic Mutual Funds Management Corp. Dba Slavic 401K	Highland	MI	06/2023	05/2025
Fidelity Investments	Novi	MI	05/2025	Present

03/2022 → 06/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
08/2016 → 05/2020

Michigan State University

East Lansing, MI
06/2019 → 03/2022

Bank Of America

Grand Rapids, MI
01/2018 → 06/2019

Forest Akers Golf Course

East Lansing, MI
04/2015 → 04/2018

Dunham Hills Golf Course

Hartland, MI
07/2023 → 05/2025

Slavic Wealth Management, Inc

Highland, MI
06/2023 → 05/2025

Slavic Mutual Funds Management Corp. Dba Slavic 401K

Highland, MI
05/2025 → Present

Fidelity Investments

Novi, MI

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-19