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Reed Patrick Bailey

Investment Adviser Representative at IEQ CAPITAL, LLC

Dallas, TXCRD #7211523Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/14/2022
Series 7
General Securities Representative Examination
Passed 1/15/2021
SIE
Securities Industry Essentials Examination
Passed 8/26/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.01
Source

IEQ Capital, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IEQ CAPITAL, LLCCurrent
7/14/2026Dallas, TX
MORGAN STANLEY
1/14/20226/15/2026West Des Moines, IA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Reed Patrick Bailey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Reed Patrick Bailey - Financial Advisor in Dallas, TX | AdvisorFinder