Kim Trzeciak is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with ALLWORTH FINANCIAL, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | 2024-10-02 | present | Yes |
| GEORGE MCKELVEY CO., INC. | 2013-04-29 | 2024-10-22 | — |
| CL WEALTH MANAGEMENT LLC | 2012-06-05 | 2013-04-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2007-12-21 | 2011-09-12 | — |