JODI TRABBIC VLECK is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with BETA WEALTH GROUP, INC.
| Firm | From | To | Current |
|---|---|---|---|
| BETA WEALTH GROUP, INC | 2012-09-07 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-12-18 | 2012-09-28 | — |
| ADDISON AVENUE FINANCIAL PARTNERS, LLC | 2005-02-22 | 2009-12-23 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2003-12-08 | 2006-12-01 | — |