Best Investors Account Sign in

Patrick K Dundon

Morgan Stanley

New Albany, OH

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-16
OH RA APPROVED 2023-08-21
  • TX RA
    APPROVED
    Since 2023-10-16
  • OH RA
    APPROVED
    Since 2023-08-21

Branch Locations

15 South High Street, New Albany, OH 43054 • 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
Morgan Stanley New Albany OH 06/2023 Present
Kpmg Llp Columbus OH 10/2017 05/2023
The Royal Bank Of Scotland Stamford CT 06/2014 09/2017
Morgan Stanley Private Bank, N.A New York NY 08/2023 Present
  • 06/2023 → Present
    Morgan Stanley
    New Albany, OH
  • 10/2017 → 05/2023
    Kpmg Llp
    Columbus, OH
  • 06/2014 → 09/2017
    The Royal Bank Of Scotland
    Stamford, CT
  • 08/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-21
  • S66 Uniform Combined State Law Examination
    2023-08-21
Other Names
  • Patrick Dundon
  • Patrick Kyle Dundon

View on SEC IAPD

Other Firms

LIDO
COLUMBUS INVESTMENT ADVISORY INC.
EDWARD JONES
YFP WEALTH
M HOLDINGS SECURITIES, INC.
VELA INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
UBS FINANCIAL SERVICES INC.

Other Investors

Shane Moran
JEFFREY ROBERT SIMPSON
Karin Aey
MICHAEL JOSEPH PLATTE
James Thomas Simpson
CAITLIN E GALL
Kathryn A Kahn
WENDY MARIE CHANCE

Other Offices

LIDO · New Albany, OH
COLUMBUS INVESTMENT ADVISORY INC. · NEW ALBANY, OH
EDWARD JONES · New Albany, OH
COLUMBUS INVESTMENT ADVISORY INC. · New Alany, OH
YFP WEALTH · NEW ALBANY, OH
M HOLDINGS SECURITIES, INC. · New Albany, OH
VELA INVESTMENT MANAGEMENT, LLC · NEW ALBANY, OH
VELA INVESTMENT MANAGEMENT, LLC · New Albany, OH

More in New Albany, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor