# JODI TRABBIC VLECK

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BETA WEALTH GROUP, INC](https://search.stillhousedata.com/firm/165224) | 2012-09-07 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2009-12-18 | 2012-09-28 | — |
| [ADDISON AVENUE FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/127283) | 2005-02-22 | 2009-12-23 | — |
| [CUSO FINANCIAL SERVICES, L.P.](https://search.stillhousedata.com/firm/42132) | 2003-12-08 | 2006-12-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4003056)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4003056.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.