William Patrick Breen

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-07-21
MD	RA	APPROVED	2025-07-18
TX	RA	APPROVED_RES	2025-07-18

Branch Locations

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

Organization	City	State	From	To
Morgan Stanley	Wellesley	MA	12/2017	04/2019
Avenue Capital Group	New York	NY	05/2017	08/2017
Catholic University Of America	Washington	DC	05/2014	11/2017
Morgan Stanley	Washington	DC	09/2017	11/2017
John Hancock	Boston	MA	04/2019	03/2021
John Hancock Funds Llc	Boston	MA	04/2019	03/2021
Profunds Distributors, Inc.	Bethesda	MD	03/2021	07/2023
Proshare Advisors Llc	Bethesda	MD	03/2021	07/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Reston	VA	07/2023	07/2025
520 Florida Avenue Restaurant Llc	Washington	DC	04/2016	10/2016
Bank Of America N.A.	Reston	VA	09/2023	07/2025
Raymond James & Associates, Inc	Bethesda	MD	07/2025	Present
The Catholic University Of America	Washington	DC	11/2025	Present

12/2017 → 04/2019

Morgan Stanley

Wellesley, MA
05/2017 → 08/2017

Avenue Capital Group

New York, NY
05/2014 → 11/2017

Catholic University Of America

Washington, DC
09/2017 → 11/2017

Morgan Stanley

Washington, DC
04/2019 → 03/2021

John Hancock

Boston, MA
04/2019 → 03/2021

John Hancock Funds Llc

Boston, MA
03/2021 → 07/2023

Profunds Distributors, Inc.

Bethesda, MD
03/2021 → 07/2023

Proshare Advisors Llc

Bethesda, MD
07/2023 → 07/2025

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Reston, VA
04/2016 → 10/2016

520 Florida Avenue Restaurant Llc

Washington, DC
09/2023 → 07/2025

Bank Of America N.A.

Reston, VA
07/2025 → Present

Raymond James & Associates, Inc

Bethesda, MD
11/2025 → Present

The Catholic University Of America

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-11-21

Other Firms