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Masoud Mohebi

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 2022-03-04
  • CA RA
    APPROVED
    Since 2022-03-04

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 San Jose CA 03/2017 09/2018
Wells Fargo Clearing Services Llc San Jose CA 02/2018 09/2018
Coding Dojo San Jose CA 10/2016 03/2017
Jpmorgan Chase Bank, N.A. Palo Alto CA 10/2018 02/2022
J.P. Morgan Securities Llc Palo Alto CA 10/2018 02/2022
Unemployed San Jose CA 08/2016 09/2016
Morgan Stanley Menlo Park CA 02/2022 Present
Morgan Stanley Private Bank, N.A. Menlo Park CA 02/2022 Present
  • 03/2017 → 09/2018
    Wells Fargo Bank Na
    San Jose, CA
  • 02/2018 → 09/2018
    Wells Fargo Clearing Services Llc
    San Jose, CA
  • 10/2016 → 03/2017
    Coding Dojo
    San Jose, CA
  • 10/2018 → 02/2022
    Jpmorgan Chase Bank, N.A.
    Palo Alto, CA
  • 10/2018 → 02/2022
    J.P. Morgan Securities Llc
    Palo Alto, CA
  • 08/2016 → 09/2016
    Unemployed
    San Jose, CA
  • 02/2022 → Present
    Morgan Stanley
    Menlo Park, CA
  • 02/2022 → Present
    Morgan Stanley Private Bank, N.A.
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-22
S63 Uniform Securities Agent State Law Examination 2018-06-12
  • S66 Uniform Combined State Law Examination
    2021-09-22
  • S63 Uniform Securities Agent State Law Examination
    2018-06-12
Other Names
  • Sam Mohebi

View on SEC IAPD

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