William Dale Patrick

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2016-06-08
TX	RA	APPROVED	2016-06-03

GA RA
APPROVED

Since 2016-06-08
TX RA
APPROVED

Since 2016-06-03

Branch Locations

5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States

Disclosures

2 disclosure categories 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 Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	06/2016	Present
Morgan Stanley Private Bank, N.A.	New York	NY	10/2016	Present

06/2016 → Present

Morgan Stanley

Atlanta, GA
10/2016 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Previous Registrations

2009-10-23 → 2016-06-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Peachtree City, GA

Peachtree City, GA

Alpharetta, GA

Peachtree City, GA
1999-07-01 → 2009-10-23

Banc Of America Investment Services, Inc.

Peachtree City, GA

Peachtree City, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-10-23
S63	Uniform Securities Agent State Law Examination	1985-08-21

S65 Uniform Investment Adviser Law Examination

1995-10-23
S63 Uniform Securities Agent State Law Examination

1985-08-21

Other Names

Dale Patrick

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews