Christine Mccasland

Current Employers

Employment History

• 06/2009 → 02/2026
  Morgan Stanley Smith Barney Llc
  Scranton, PA
• 01/2022 → 09/2023
  E*Trade Securities, Llc
  New York, NY
• 06/2026 → Present
  Lpl Financial
  Pittston, PA
• 03/2026 → 06/2026
  Penbrick Wealth Strategies Llc
  Waverly Township, PA
• 06/2026 → Present
  Jacobi Capital Management, Llc
  Pittston, PA

Previous Registrations

• 2009-06-01 → 2026-02-16
  Morgan Stanley
  New York, NY
  New York, NY
  Purchase, NY
  New York, NY
  New York, NY
  Waverly Township, PA
  Scranton, PA
  Waverly Township, PA
• 2006-03-29 → 2009-06-01
  Morgan Stanley & Co. Llc
  Purchase, NY
  New York, NY
• 2004-10-07 → 2005-09-28
  Credit Suisse Securities (Usa) Llc
  New York, NY

Other Businesses

1. 06/2026 - Pequest Drive Five LLC - Real Estate Rental - Inv Related – 3 Hour(s)/Month – 0 Hour(s) During Trading – Waverly Township, PA – OBA Start Date: 03/01/2021 2. 06/2026 - Penbrick Wealth Strategies LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related – 15 Hour(s)/Month – 0 Hour(s) During Trading – Waverly Township PA 18411 – OBA Start Date: 03/15/2026 3. 07/01/2026- Jacobi Wealth Advisors- Registered Investment Advisor DBA- Investment Related- At Reported Business Location(s) - Start Date 06/22/2026- 160 hours per month/ during trading 4. 07/01/2026- Jacobi Capital Management LLC- Registered Investment Advisor Hybrid- Investment Related- At Reported Business Location(s) - Start Date 06/22/2026- 160 hours per month/ during trading- I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 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.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-06
• S63 Uniform Securities Agent State Law Examination
  2000-01-13

Other Names

• Christine Marie Cognetti
• Christine C Mccasland
• Christine M Cognetti
• Christine M Cognetti Mccasland
• Christine Cognetti Mccasland
• Christine Mccasland