Best Investors
Account
Sign in
Best Investors
Account
Sign in
154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilkes Barre | PA | 09/2015 | Present |
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 10/2015 | Present |
1. 10/6/15 - Jacobi Wealth Advisors/DBA for LPL Business (entity for LPL business) - 50% TIME SPENT - Wilkes Barre, PA 2. 10/26/2015 - Jacobi Capital Management, LLC - INV REL - 620 Baltimore Drive, Suite 400, Wilkes Barre, PA 18702 - Registered Investment Advisor DBA - START 09/15/15 - 50% TIME SPENT - IAR 3. 10/26/2015 - Jacobi Capital Management, LLC - INV REL - 620 Baltimore Drive Suite 400 Wilkes Barre PA 18702 - Registered Investment Advisor Hybrid - START 09/15/15 - 50% TIME SPENT - IAR Provide Advice For a Fee 4. 04/25/2024 - Dallas Borough Council - Other - Public Office - Dallas Borough Council Member - Not Investment Related - 25 Main Street, Dallas, PA 18612 - Start Date 01/01/2024 - 4 Hours per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-05 |
Reach out to this advisor