# KAMBIZ MAHDAVI

KAMBIZ MAHDAVI is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with K FINANCIAL SERVICES, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [K FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/287772) | 2026-01-01 | present | Yes |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2009-04-09 | 2009-07-17 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2006-07-06 | 2007-04-24 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2004-03-01 | 2005-01-05 | — |
| [WAMU INVESTMENTS, INC.](https://search.stillhousedata.com/firm/599) | 2002-07-17 | 2002-09-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2618532)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2618532.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.