Kim Trzeciak

Current Employers

Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-10-02

NJ RA
APPROVED

Since 2024-10-02

Branch Locations

2410 State Highway 34, Manasquan, NJ 08736 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
George Mckelvey Co., Inc.	Manasquan	NJ	04/2013	10/2024
Allworth Financial	Manasquan	NJ	10/2024	Present
Aw Securities	Manasquan	NJ	10/2024	Present

04/2013 → 10/2024

George Mckelvey Co., Inc.

Manasquan, NJ
10/2024 → Present

Allworth Financial

Manasquan, NJ
10/2024 → Present

Aw Securities

Manasquan, NJ

Previous Registrations

2013-04-29 → 2024-10-22

George Mckelvey Co., Inc.

Manasquan, NJ

Manasquan, NJ

Manasquan, NJ
2012-06-05 → 2013-04-17

Cl Wealth Management Llc

Schaumburg, IL
2007-12-21 → 2011-09-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

Manasquan, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-18

S66 Uniform Combined State Law Examination

2007-12-18

Other Names

Kim Von Uchtrup

View on SEC IAPD

Current Employers

Allworth Financial, L.P.

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews