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Patrick J Perrin

Morgan Stanley

Alpharetta, GA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-29
GA RA APPROVED 2025-08-21
  • TX RA
    APPROVED
    Since 2025-08-29
  • GA RA
    APPROVED
    Since 2025-08-21

Branch Locations

3 Edison Drive, Alpharetta, GA 30005 • 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 Alpharetta GA 05/2024 Present
Life Time Woodstock GA 01/2024 05/2024
Synerfac Atlanta GA 01/2023 11/2023
Trustaff Cincinnati OH 05/2022 12/2022
Alloy Personal Training Roswell GA 01/2022 04/2022
Life Time Alpharetta GA 06/2021 01/2022
Target Marietta GA 11/2020 04/2021
Mod Pizza Kennesaw GA 05/2020 10/2020
Ted's Montana Grill Kennesaw GA 11/2019 03/2020
Mathnasium Marietta GA 08/2019 10/2019
Fedex Kennesaw GA 06/2019 08/2019
Red Lobster Kennesaw GA 05/2018 09/2018
Kennesaw State University Kennesaw GA 08/2016 05/2018
Kennesaw State University Kennesaw GA 09/2018 06/2019
  • 05/2024 → Present
    Morgan Stanley
    Alpharetta, GA
  • 01/2024 → 05/2024
    Life Time
    Woodstock, GA
  • 01/2023 → 11/2023
    Synerfac
    Atlanta, GA
  • 05/2022 → 12/2022
    Trustaff
    Cincinnati, OH
  • 01/2022 → 04/2022
    Alloy Personal Training
    Roswell, GA
  • 06/2021 → 01/2022
    Life Time
    Alpharetta, GA
  • 11/2020 → 04/2021
    Target
    Marietta, GA
  • 05/2020 → 10/2020
    Mod Pizza
    Kennesaw, GA
  • 11/2019 → 03/2020
    Ted's Montana Grill
    Kennesaw, GA
  • 08/2019 → 10/2019
    Mathnasium
    Marietta, GA
  • 06/2019 → 08/2019
    Fedex
    Kennesaw, GA
  • 05/2018 → 09/2018
    Red Lobster
    Kennesaw, GA
  • 08/2016 → 05/2018
    Kennesaw State University
    Kennesaw, GA
  • 09/2018 → 06/2019
    Kennesaw State University
    Kennesaw, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-19
S63 Uniform Securities Agent State Law Examination 2025-03-24
  • S66 Uniform Combined State Law Examination
    2025-08-19
  • S63 Uniform Securities Agent State Law Examination
    2025-03-24
Other Names
  • Patrick Perrin

View on SEC IAPD

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Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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