# Kim Trzeciak

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ALLWORTH FINANCIAL, L.P.](https://search.stillhousedata.com/firm/111167) | 2024-10-02 | present | Yes |
| [GEORGE MCKELVEY CO., INC.](https://search.stillhousedata.com/firm/2733) | 2013-04-29 | 2024-10-22 | — |
| [CL WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/134922) | 2012-06-05 | 2013-04-17 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2007-12-21 | 2011-09-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4369919)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4369919.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.