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Current Employers
Integrated Wealth Solutions, Llc

2651 Carnegie Road, York, PA 17402 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-13
  • PA RA
    APPROVED
    Since 2026-04-13

Branch Locations

2651 Carnegie Road, York, PA 17402 • 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
Leidos, Inc. Camp Hill PA 12/2012 03/2021
Primerica Financial Services York PA 08/2017 12/2018
Pfs Investments Inc. York PA 08/2017 12/2018
Caci, Inc. St. Louis MO 03/2021 03/2022
Leidos, Inc. Mechanicsburg PA 03/2022 Present
Integrated Wealth Solutions York PA 03/2026 Present
  • 12/2012 → 03/2021
    Leidos, Inc.
    Camp Hill, PA
  • 08/2017 → 12/2018
    Primerica Financial Services
    York, PA
  • 08/2017 → 12/2018
    Pfs Investments Inc.
    York, PA
  • 03/2021 → 03/2022
    Caci, Inc.
    St. Louis, MO
  • 03/2022 → Present
    Leidos, Inc.
    Mechanicsburg, PA
  • 03/2026 → Present
    Integrated Wealth Solutions
    York, PA
Previous Registrations
  • 2012-06-20 → 2012-09-21
    Invest Financial Corporation
    Carlisle, PA
  • 2008-08-13 → 2008-10-09
    St Louis, MO
    York, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-06
S63 Uniform Securities Agent State Law Examination 2017-08-26
S66 Uniform Combined State Law Examination 2012-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-03-06
  • S63 Uniform Securities Agent State Law Examination
    2017-08-26
  • S66 Uniform Combined State Law Examination
    2012-06-11
Other Names
  • Jacob Charles Kent
  • Jacob C Kent
  • Jacob Kent

View on SEC IAPD

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