This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MORGAN STANLEY

Current firm class

wirehousederived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

May 11, 2015

First registration

Apr 15, 2019

Dual registered

yes, broker-dealer

Other names

SINA JASON TAGHIZADEH

IAPD individual key

6472479

• Occurred

  Oct 6, 2022
  Advisor changed firm

  Sina J Taghizadeh left Sage Mountain Advisors, Llc for Morgan Stanley (registered 2023-01-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f32eb173-4f3e-ba11-32c8-bddef9c28b4f

First observed

Apr 15, 2019

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.