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PATRICK JAMES DWYER
PATRICK J DWYER
CRD#: 2250476
IA
Investment Adviser
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Previous Broker
NEW EDGE WEALTHCRD#: 307771 1111 BRICKELL AVENUE
10TH FLOOR
MIAMI, FL 33131
Registration History
1995200020052010201520202025IANEW EDGE WEALTH (CRD# 307771)2021 - Present (3 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1993 - 2019 (25 years)IABOSTON PRIVATE WEALTH (CRD# 172832)2019 - 2021 (2 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)1994 - 2019 (24 years)
Disclosure(s)
View By:
8/21/2019
Employment Separation After Allegations
5/7/2009
Customer Dispute
Denied
4/14/2009
Customer Dispute
Closed-No Action
10/23/2008
Customer Dispute
Closed-No Action
8/30/2006
Customer Dispute
Closed-No Action
3/2/2005
Customer Dispute
Denied
9/26/2001
Customer Dispute
Closed-No Action
3/21/2001
Customer Dispute
Settled
License(s)

State Registrations

IA
Florida 11/23/2021

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Texas 10/6/2021

Current Registration(s)
IA
NEW EDGE WEALTH (CRD#:307771)
1111 BRICKELL AVENUE 10TH FLOOR, MIAMI, FL 33131
Registered with this firm since 10/6/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
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10/16/2019 - 11/01/2021 BOSTON PRIVATE WEALTH (CRD#:172832) MIAMI, FL
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10/10/1994 - 09/20/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MIAMI, FL
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10/04/1993 - 09/20/2019 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) MIAMI, FL
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Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.