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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilkes-Barre | PA | 03/2002 | Present |
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 08/2008 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-08 |
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