JEFFREY A KOCIS is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with IHT WEALTH MANAGEMENT LLC, LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2019-05-09 | present | Yes |
| IHT WEALTH MANAGEMENT LLC | 2015-12-21 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2015-12-22 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2008-10-24 | 2009-10-23 | — |
| LASALLE FINANCIAL SERVICES, INC. | 2002-04-03 | 2008-10-24 | — |