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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

PATRICK LEE REVELS

Advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Gilbert, AZ | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:3d97ebe2-f1aa-025e-8bcb-0c3250eb2638

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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: Feb 10, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: Feb 10, 2000
First registration: Feb 10, 2003
Dual registered: yes, broker-dealer
Other names: PATRICK REVELS
IAPD individual key: 4023046

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 5, 2016	n/a	yes	Gilbert, AZ\|SCOTTSDALE, AZ	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Oct 28, 2013	Jun 3, 2016	no	RENO, NV	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Apr 25, 2006	Jul 9, 2013	no	BELLEVUE, WA\|BELLEVUE, WA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Apr 7, 2005	Jul 9, 2013	no	Bellevue, WA	Previous registration
WADDELL & REED	Former SEC adviser	Feb 10, 2003	Apr 11, 2005	no	LEWISTON, ID	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 3, 2016	Jul 5, 2016	32	Firm change	Ibd to wirehouse
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	STRATEGIC ADVISERS LLC	Jul 9, 2013	Oct 28, 2013	111	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 9, 2013	Apr 25, 2006	-2,632	Channel change	Other
WADDELL & REED	TD AMERITRADE, INC.	Apr 11, 2005	Apr 7, 2005	-4	Firm change	Other

Relationships

Registered with (5)

→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: current employment
Jul 5, 2016 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Oct 28, 2013 to Jun 3, 2016factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 25, 2006 to Jul 9, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Apr 7, 2005 to Jul 9, 2013factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 10, 2003 to Apr 11, 2005factForm ADV

Dated events

No dated event names this entity yet.