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Kayvon Magidi

Morgan Stanley

Walnut Creek, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-01
TX RA APPROVED 2023-09-01
  • CA RA
    APPROVED
    Since 2023-09-01
  • TX RA
    APPROVED
    Since 2023-09-01

Branch Locations

1333 North California Boulevard Suite 133, Walnut Creek, CA 94596 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Oakland CA 10/2012 09/2023
Morgan Stanley Smith Barney Llc Walnut Creek CA 09/2023 Present
Morgan Stanley Private Bank, N.A New York NY 10/2023 Present
  • 10/2012 → 09/2023
    J.P. Morgan Securities Llc
    Oakland, CA
  • 09/2023 → Present
    Morgan Stanley Smith Barney Llc
    Walnut Creek, CA
  • 10/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2012-10-01 → 2023-09-02
    J.P. Morgan Securities Llc
    Oakland, CA
    El Cerrito, CA
    Berkeley, CA
    Oakland, CA
    Dublin, CA
    Oakland, CA
    Dublin, CA
  • 2010-03-01 → 2012-10-01
    Chase Investment Services Corp.
    El Cerrito, CA
    Oakland, CA
    El Cerrito, CA
    Oakland, CA
    Oakland, CA
    Oakland, CA
  • 2008-05-29 → 2010-03-10
    Citigroup Global Markets Inc.
    Livermore, CA
    Oakland, CA
    San Francisco, CA
    San Jose, CA
    Dublin, CA
    San Ramon, CA
    Orinda, CA
    Walnut Creek, CA
    Lafayette, CA
  • 2008-04-11 → 2008-05-12
    Bancwest Investment Services, Inc.
    Concord, CA
    Concord, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-17
  • S66 Uniform Combined State Law Examination
    2008-03-17
Designations
Other Names
  • Kayvon Kevin Magidi
  • Kayvon Kevin Ramezani

View on SEC IAPD

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Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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