Michael Dominic Lovecchio

Current Employers

Employment History

• 12/2012 → 05/2017
  Wfg Investments Inc
  Wayne, PA
• 09/2014 → 05/2017
  Renaissance Investment Consulatns Holding Co.
  Wayne, PA
• 05/2017 → Present
  Lpl Financial Llc
  Berwyn, PA
• 05/2017 → Present
  Jacobi Capital Management, Llc
  Berwyn, PA

Previous Registrations

• 2014-09-09 → 2017-08-02
  Rz Wealth
  Wayne, PA
• 2012-12-19 → 2016-07-14
  Wfg Advisors, Lp
  Wayne, PA
• 2012-05-14 → 2012-12-05
  Equitable Advisors, Llc
  Hatboro, PA
  Bala Cynwyd, PA
  Bala Cynwyd, PA

Other Businesses

1)5/22/17- JACOBI WEALTH ADVISORS- DBA for LPL Business (entity for LPL business)- Inv. Related- Berwyn, PA - 20% 2) 5/24/2017 - Jacobi Capital Management, LLC - DBA: (Hybrid) JACOBI WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 4/21/2017 - 121 Hours Per Month During Securities Trading - Time Spent 70% - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 04/21/2017. I expect to spend approximately [121 hours per month] on this activity. Please see the Form ADV of the advisory firm 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. 3) 5/24/2017 - JACOBI CAPITAL MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 4/21/2017 - 121 Hours Per Month During Securities Trading - Time Spent 70% - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 04/21/2017.. I expect to spend approximately [121 hours per month] on this activity. Please see the Form ADV of the advisory firm 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. 4) 8/18/2017 - MDL Advisory Services, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/31/2017 - 160 Hours Per Month/140 Hours During Securities Trading. 5) 12/1/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/01/2017 - 5 Hours Per Month During Securities Trading - LIFE, LTC, FIXED ANNUITIES. 6) 10/03/2019 - Premier Brokerage - Investment related - At reported business location(s) - Non-Variable Insurance - start date:05/22/2017 - 50 hrs/mo - 50 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2012-05-12

Designations

Other Names

• Michael Lovecchio