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KALEN SIAVASH TAVASSOLI
Kalen Tavassoli
CRD#: 7267047
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 11025 2000 RIVEREDGE PARKWAY
SUITE 740
ATLANTA, GA 30328
Registration History
2020202120222023202420252 FIRMS2021 - 2023 (2 years)2 FIRMS2023 - Present (1 year)BEQUITABLE ADVISORS, LLC (CRD# 6627)2020 - 2021 (<1 year)
License(s)

State Registrations

B
Alabama 6/21/2023

B
New Mexico 6/20/2023

B
California 6/20/2023

B
New York 6/20/2023

B
Delaware 6/20/2023

B
North Carolina 6/20/2023

B
Florida 6/20/2023

B
Oklahoma 6/20/2023

B
Georgia 6/20/2023

B
Oregon 6/20/2023

B
Illinois 6/20/2023

B
Pennsylvania 6/20/2023

B
Kentucky 6/20/2023

B
South Carolina 6/20/2023

B
Maine 6/20/2023

B
Tennessee 6/20/2023

B
Maryland 6/20/2023

B
Texas 6/20/2023

B
Mississippi 6/20/2023

IA
Texas 6/20/2023

B
Missouri 6/20/2023

B
Virginia 6/20/2023

B
New Jersey 6/20/2023

B
Wisconsin 6/20/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:11025)
2000 RIVEREDGE PARKWAY SUITE 740, ATLANTA, GA 30328
Registered with this firm since 6/20/2023

B
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRD#:11025)
2000 RIVEREDGE PARKWAY SUITE 740, ATLANTA, GA 30328
Registered with this firm since 6/20/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/30/2021 - 06/20/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) ATLANTA, GA
B
04/01/2021 - 06/20/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) ATLANTA, GA
B
09/30/2020 - 03/19/2021 EQUITABLE ADVISORS, LLC (CRD#:6627) ATLANTA, GA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.