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PATRICK GLENN LEWIS
CRD#: 2356314
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MORGAN STANLEYCRD#: 149777 2200 WEST MAIN STREET
BOZEMAN, MT 59718
BOZEMAN, MT 59718
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Disclosures
31
Years of Experience
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State Registrations
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Arizona 6/1/2009
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New Hampshire 10/6/2022
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Arkansas 1/30/2020
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New Jersey 10/16/2020
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California 6/1/2009
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New Mexico 6/1/2009
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Colorado 6/1/2009
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New York 6/1/2009
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Delaware 1/16/2018
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North Carolina 6/1/2009
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District of Columbia 6/1/2009
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North Dakota 10/19/2020
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Florida 6/1/2009
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Ohio 11/17/2019
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Georgia 2/14/2014
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Oklahoma 6/1/2009
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Hawaii 2/15/2023
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Oregon 3/27/2020
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Idaho 6/1/2009
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Pennsylvania 6/1/2009
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Illinois 8/11/2023
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South Carolina 6/1/2009
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Kentucky 7/11/2024
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South Dakota 10/19/2020
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Maine 6/1/2009
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Tennessee 11/9/2011
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Maryland 6/1/2009
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Texas 6/1/2009
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Massachusetts 8/8/2012
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Texas 6/1/2009
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Michigan 8/12/2024
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Utah 6/26/2015
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Minnesota 6/1/2009
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Virginia 6/1/2009
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Missouri 8/6/2019
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Washington 6/1/2009
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Montana 6/1/2009
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West Virginia 8/3/2018
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Montana 6/1/2009
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Wyoming 6/1/2009
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Nevada 6/1/2009
SRO Registrations
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Registered with this firm since 6/1/2009
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Registered with this firm since 6/1/2009
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/28/2009 - 06/01/2009 | BOZEMAN, MT | |
B | 05/28/2009 - 06/01/2009 | BOZEMAN, MT | |
IA | 11/29/1995 - 05/29/2009 | BOZEMAN, MT | |
B | 11/16/1995 - 05/29/2009 | BOZEMAN, MT | |
B | 07/27/1993 - 10/17/1995 | MINNEAPOLIS, MN | |
B | 07/27/1993 - 10/17/1995 | MINNEAPOLIS, MN |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.