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MK

Masoud Koshan

MADISON CAPITAL MARKETS LLC
NEWPORT BEACH, CA 92660
Some features on this profile are disabled
CRD#: 5180203
MK

Professional summary

Masoud Koshan, who also goes by Mark Koshan, Koshan, is a registered financial professional currently at MADISON CAPITAL MARKETS LLC located in Newport Beach, California.

Masoud is registered as a RR (Registered Representative) and started their career in finance in 2006. Masoud has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mark Koshan | Koshan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Masoud Koshan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 4, 2025 - Present

MADISON CAPITAL MARKETS LLC

Office #1: 26 Corporate Plaza Drive Suite 280, Newport Beach, CA 92660
BD
CRD#: 332196
NEWPORT BEACH, CA
Past

January 6, 2021 - June 30, 2025

PACIFIC OAK CAPITAL MARKETS, LLC

BD
CRD#: 309350
COSTA MESA, CA
Past

November 14, 2018 - December 31, 2020

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

November 16, 2017 - November 9, 2018

KBS CAPITAL MARKETS GROUP LLC

BD
CRD#: 132299
NEWPORT BEACH, CA
Past

May 21, 2010 - December 8, 2015

REALTY CAPITAL SECURITIES, LLC

BD
CRD#: 145454
Costa Mesa, CA
Past

August 14, 2006 - May 10, 2010

GRUBB & ELLIS SECURITIES, INC.

BD
CRD#: 17932
SANTA ANA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(11/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 8/28/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/11/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/23/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MADISON CAPITAL MARKETS LLC
MADISON CAPITAL MARKETS LLC

CRD#: 332196 / SEC#: , 8-71262

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
26 Corporate Plaza Drive Suite 280, Newport Beach, CA 92660
Mailing Address
26 Corporate Plaza Drive Suite 280, Newport Beach, CA 92660
Phone number
(949) 281-0366
Established
Delaware since 05/28/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MADISON CAPITAL GROUP HOLDINGS, LLCOWNER
KREMIN, JEFFREY MICHAELPRESIDENT/NATIONAL SALES DIRECTOR2077277
TARRA, SCOTT PATRICKFINOP/PFO4593965
TEEPLE, AMANDA BROOKECHIEF COMPLIANCE OFFICER (CCO)/POO4928064

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MADISON CAPITAL MARKETS LLC

CRD#: 332196Newport Beach, CA 92660

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