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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Plymouth Meeting | PA | 10/2012 | 09/2022 |
| Mml Investors Services, Llc | Newtown Square | PA | 03/2017 | 09/2022 |
| Lpl Financial Llc | Berwyn | PA | 09/2022 | Present |
| Jacobi Capital Management, Llc | Berwyn | PA | 09/2022 | Present |
| Msi Services Inc | Plymouth Meeting | PA | 10/2012 | 03/2017 |
1) 09/16/2022 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/16/2022 - Financial Security Analysts, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Lewitown, PA 3) 09/16/2022 - Ancillary Group Benefits - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3) 09/16/2022 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s) 4) 10/06/2022 - Jacobi Capital Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 09/15/2022 - 80 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-17 |
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