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Jiedan Lin

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-08
TX RA APPROVED 2022-04-08
  • CA RA
    APPROVED
    Since 2022-04-08
  • TX RA
    APPROVED
    Since 2022-04-08

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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
Wells Fargo Bank Na Union City CA 03/2015 10/2018
Wells Fargo Clearing Services Llc Union City CA 11/2016 10/2018
Hsbc Securities Usa Inc Fremont CA 11/2018 02/2022
Hsbc Bank Usa Na Fremont CA 10/2018 02/2022
Morgan Stanley Menlo Park CA 03/2022 Present
  • 03/2015 → 10/2018
    Wells Fargo Bank Na
    Union City, CA
  • 11/2016 → 10/2018
    Wells Fargo Clearing Services Llc
    Union City, CA
  • 11/2018 → 02/2022
    Hsbc Securities Usa Inc
    Fremont, CA
  • 10/2018 → 02/2022
    Hsbc Bank Usa Na
    Fremont, CA
  • 03/2022 → Present
    Morgan Stanley
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-31
S63 Uniform Securities Agent State Law Examination 2018-04-16
  • S66 Uniform Combined State Law Examination
    2021-12-31
  • S63 Uniform Securities Agent State Law Examination
    2018-04-16

View on SEC IAPD

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Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
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