This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MORGAN STANLEY

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

May 24, 2013

First registration

May 20, 2016

Dual registered

yes, broker-dealer

Other names

PATRICK JAMES ERRICO|Patrick Errico

IAPD individual key

5595796

• Occurred

  Jun 6, 2022
  Advisor changed firm

  Patrick James Errico left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2022-06-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d0a23cb-6af1-0a14-4899-0c8d0bc60353

First observed

May 20, 2016

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.