William Francis Medico

Current Employers

Employment History

• 06/2014 → Present
  Lpl Financial, Llc
  Berwyn, PA
• 06/2014 → Present
  Jacobi Capital Management, Llc
  Berwyn, PA

Previous Registrations

• 2011-01-11 → 2014-07-02
  New England Securities
  Newtown Square, PA
  Newtown Square, PA
  Moosic, PA

Other Businesses

1.06/16/2014; Hybrid - Jacobi Capital Management, LLC / Jacobi Capital Management, LLC; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 06/13/2014; hrs/mth; hrs during trading; 2.06/16/2014; (HYBRID) Jacobi Wealth Advisors; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading; 3.06/16/2014; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Jacobi Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 4.07/30/2014; Premier Brokerage Services Inc; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/15/2014; 10hrs/mth; 5hrs during trading 5.09/19/2017; Jacobi Holdings LLC; Insurance Agency; Investment Related; Berwyn,PA; Start Date 08/28/2017; 15hrs/mth; 2hrs during trading 6.02/13/2018; ; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/25/2018; 10hrs/mth; 5hrs during trading 7.08/22/2018; None; Act in a Fiduciary Capacity; Investment Related; Suite 135 Berwyn,PA; Start Date 06/01/2018; 1hrs/mth; 0hrs during trading 8.03/12/2019; Penn Mutual Life Insurance Corporation; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/06/2019; 10hrs/mth; 3hrs during trading 9.07/31/2023; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 02/10/2023; 5hrs/mth; 5hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-27

Other Names

• William Francis Medico