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Kalen Siavash Tavassoli

Wells Fargo Advisors Financial Network, LLC

Atlanta, GA

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-20
  • TX RA
    APPROVED
    Since 2023-06-20

Branch Locations

2000 Riveredge Parkway Suite 740, Atlanta, GA 30328 • 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
Wofford College Spartanburg SC 08/2016 06/2020
Top Job Hospitality Roswell GA 06/2016 12/2018
Inglett And Stubbs Atlanta GA 06/2018 08/2018
Hungry Catering Atlanta GA 06/2019 08/2019
Equitable Advisors Llc New York NY 06/2020 03/2021
Wells Fargo Clearing Services, Llc Atlanta GA 03/2021 06/2023
Wells Fargo Advisors Financial Network, Llc Atlanta GA 06/2023 Present
  • 08/2016 → 06/2020
    Wofford College
    Spartanburg, SC
  • 06/2016 → 12/2018
    Top Job Hospitality
    Roswell, GA
  • 06/2018 → 08/2018
    Inglett And Stubbs
    Atlanta, GA
  • 06/2019 → 08/2019
    Hungry Catering
    Atlanta, GA
  • 06/2020 → 03/2021
    Equitable Advisors Llc
    New York, NY
  • 03/2021 → 06/2023
    Wells Fargo Clearing Services, Llc
    Atlanta, GA
  • 06/2023 → Present
    Wells Fargo Advisors Financial Network, Llc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-10-14
  • S63 Uniform Securities Agent State Law Examination
    2020-10-14
Other Names
  • Kalen Tavassoli

View on SEC IAPD

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CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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