# JODY LEE WEIS

JODY LEE WEIS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with BFC PLANNING, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BFC PLANNING, INC.](https://search.stillhousedata.com/firm/119682) | 2016-09-26 | present | Yes |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2016-09-01 | 2016-09-26 | — |
| [VSR FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14503) | 2004-06-07 | 2016-09-01 | — |
| [DELTA INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/114435) | 2003-05-22 | 2004-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2032709)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2032709.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.