Inactive

Brian Joshua Jacobs

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Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2022-11-02
TX	RA	APPROVED	2022-11-02

PA RA
APPROVED

Since 2022-11-02
TX RA
APPROVED

Since 2022-11-02

Branch Locations

485 Devon Park Drive Suite 119, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Radnor Financial Advisors, Llc	Wayne	PA	02/2016	03/2023
Cipw Service Company, Llc	Toronto		01/2022	07/2023
Corient	Wayne	PA	11/2022	Present
Corient Services Llc	Miami	FL	07/2023	Present

02/2016 → 03/2023

Radnor Financial Advisors, Llc

Wayne, PA
01/2022 → 07/2023

Cipw Service Company, Llc

Toronto
11/2022 → Present

Corient

Wayne, PA
07/2023 → Present

Corient Services Llc

Miami, FL

Previous Registrations

2016-03-15 → 2023-03-31

Radnor Financial Advisors, Llc

Wayne, PA
2006-01-12 → 2016-03-23

Radnor Financial Advisors, Inc.

Wayne, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-01-25

S66 Uniform Combined State Law Examination

2003-01-25

Designations

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED

CHARLES SCHWAB & CO., INC.

PNC WEALTH MANAGEMENT LLC

HORNOR, TOWNSEND & KENT, LLC

TODOROW CAPITAL PARTNERS LLC

HARVEST FUND ADVISORS LLC

ACT CAPITAL MANAGEMENT, LLC

FOCUS PARTNERS WEALTH, LLC

Other Investors

Kelly F Bashore

KENT RUSSELL ADDIS

Flynn Michael Ryan

PETER MASTROMARCO

KENNETH WAYNE LISKEY

Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA

CHARLES SCHWAB & CO., INC. · Wayne, PA

PNC WEALTH MANAGEMENT LLC · Wayne, PA

HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA

TODOROW CAPITAL PARTNERS LLC · WAYNE, PA

HARVEST FUND ADVISORS LLC · WAYNE, PA

ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA

FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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