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Current Employers
Jacobi Capital Management, Llc

154 Enterprise Way, Pittston, PA 18640 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2008-10-21
  • PA RA
    APPROVED
    Since 2008-10-21

Branch Locations

154 Enterprise Way, Pittston, PA 18640 • 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
OrganizationCityStateFromTo
Lpl Financial Llc Wilkes-Barre PA 03/2002 Present
Jacobi Capital Management, Llc Wilkes Barre PA 08/2008 Present
Other Businesses

1. INDEPENDENT INSURANCE AGENT SELLING WHOLE LIFE, TERM LIFE, UNIVERSAL LIFE, LONG TERM CARE, GROUP LIFE AND FIXED ANNUITIES / WILKES-BARRE, PA / APPROVED OCTOBER 20, 2003 2. 10/29/08- JACOBI CAPITAL MANAGEMENT, LLC/ WILL PROVIDE FINANCIAL PLANS AND ADVICE A/ 75% OF TIME/ WILKES BARRE, PA 3. 02/11/2015 - JACOBI CAPITAL MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR DBA - JACOBI WEALTH ADVISORS - TIME SPENT 17 HOURS PER MONTH - WILKES BARRE, PA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-08
  • S66 Uniform Combined State Law Examination
    2000-05-08
Other Names
  • April L Piccotti
  • April Piccotti
  • April Lynn Piccotti

View on SEC IAPD

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