Naysan Vahdat

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-15
TX	RA	APPROVED	2025-01-15

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Irvine	CA	08/2018	05/2020
Loandepot	Foothill Ranch	CA	09/2016	08/2018
First Direct Lending	Irvine	CA	01/2016	09/2016
Wells Fargo Bank, Na	San Clemente	CA	05/2020	02/2021
Goldman Sachs Ayco	Irvine	CA	03/2021	09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Ladera Ranch	CA	10/2022	04/2023
Morgan Stanley	Irvine	CA	05/2023	12/2024
J.P. Morgan Securities Llc	Newport Beach	CA	12/2024	Present
Jpmorgan Chase Bank, N.A.	Newport Beach	CA	12/2024	Present

08/2018 → 05/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Irvine, CA
09/2016 → 08/2018

Loandepot

Foothill Ranch, CA
01/2016 → 09/2016

First Direct Lending

Irvine, CA
05/2020 → 02/2021

Wells Fargo Bank, Na

San Clemente, CA
03/2021 → 09/2022

Goldman Sachs Ayco

Irvine, CA
10/2022 → 04/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ladera Ranch, CA
05/2023 → 12/2024

Morgan Stanley

Irvine, CA
12/2024 → Present

J.P. Morgan Securities Llc

Newport Beach, CA
12/2024 → Present

Jpmorgan Chase Bank, N.A.

Newport Beach, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-04

Other Firms