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Inactive

Reed Patrick Bailey

Ieq Capital, LLC

Foster City, CA

Dallas, TX

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Current Employers
Ieq Capital, Llc

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-14
  • TX RA
    APPROVED
    Since 2026-07-14

Branch Locations

950 Tower Lane Suite 1800, Foster City, CA 94404 • United States

3131 Mckinney Ave Suite 850, Dallas, TX 75204 • 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 Smith Barney Llc West Des Moines IA 06/2020 06/2026
Drake University Des Moines IA 08/2016 05/2020
Tarbell & Co., Plc Des Moines IA 11/2017 05/2018
Hdh Advisors, Llc Des Moines IA 05/2018 05/2019
Wellmark Blue Cross Blue Shield Des Moines IA 06/2019 12/2019
Morgan Stanley Smith Barney Llc West Des Moines IA 01/2020 05/2020
Ieq Capital, Llc Dallas TX 07/2026 Present
  • 06/2020 → 06/2026
    Morgan Stanley Smith Barney Llc
    West Des Moines, IA
  • 08/2016 → 05/2020
    Drake University
    Des Moines, IA
  • 11/2017 → 05/2018
    Tarbell & Co., Plc
    Des Moines, IA
  • 05/2018 → 05/2019
    Hdh Advisors, Llc
    Des Moines, IA
  • 06/2019 → 12/2019
    Wellmark Blue Cross Blue Shield
    Des Moines, IA
  • 01/2020 → 05/2020
    Morgan Stanley Smith Barney Llc
    West Des Moines, IA
  • 07/2026 → Present
    Ieq Capital, Llc
    Dallas, TX
Previous Registrations
  • 2022-01-14 → 2026-06-15
    Morgan Stanley
    West Des Moines, IA
    West Des Moines, IA
    Houston, TX
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-14
  • S66 Uniform Combined State Law Examination
    2022-01-14

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
SUMMITRY, LLC · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA

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