# KOROSH ATAEI

KOROSH ATAEI is an investment adviser representative (IAR) with state registration records since 2022, appearing at 5 firms. Currently registered with SYMPHONY FINANCIAL, LTD. CO..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SYMPHONY FINANCIAL, LTD. CO.](https://search.stillhousedata.com/firm/171816) | 2025-01-07 | present | Yes |
| [IP FINANCIAL ADVISORY SERVICES LLC](https://search.stillhousedata.com/firm/305772) | 2024-11-12 | 2025-01-30 | — |
| [CATALYST WEALTH MANAGEMENT  LLC](https://search.stillhousedata.com/firm/329586) | 2024-04-19 | 2024-11-14 | — |
| [GWN SECURITIES INC.](https://search.stillhousedata.com/firm/128929) | 2022-07-15 | 2024-04-19 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2022-01-28 | 2022-07-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7412025)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7412025.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.