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Sogol Danaei

Morgan Stanley

Woodland Hills, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-12-22
CA RA APPROVED 2020-12-18
  • TX RA
    APPROVED
    Since 2020-12-22
  • CA RA
    APPROVED
    Since 2020-12-18

Branch Locations

21650 Oxnard Street Suite 1800, Woodland Hills, CA 91367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodland Hills CA 12/2016 11/2020
Providence Tarzana Medical Tarzana CA 08/2013 03/2017
Bank Of America, N.A. Woodland Hills CA 05/2017 11/2020
Morgan Stanley Woodland Hills CA 11/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-07
  • S66 Uniform Combined State Law Examination
    2017-06-07
Other Names
  • Sogol Shakib

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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