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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobi Capital Management Llc | Pittston | PA | 08/2021 | 11/2025 |
| James Madison University | Harrisonburg | VA | 08/2017 | 05/2021 |
| Jacobi Capital Management Llc | Wilkes-Barre | PA | 06/2019 | 08/2019 |
| Newberry Estates Country Club | Dallas | PA | 05/2015 | 08/2018 |
| Luzerne Foundation | Wilkes-Barre | PA | 09/2015 | 09/2017 |
| Wyoming Seminary College Preparatory | Kingston | PA | 08/2014 | 05/2017 |
| Lpl Financial | Pittston | PA | 07/2025 | Present |
| Jacobi Capital Management, Llc | Pittston | PA | 11/2025 | Present |
| Lpl Financial | Pittston | PA | 08/2021 | 07/2025 |
1) 03/24/2025 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 08/01/2021 - 17hr/mnth 17 hr during trading 2) 03/24/2025 - Integral Investment Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)Start date: 08/01/2021 - 86hr/mnth; 86 hr during trading; Duties are client & administrative servicing of client accounts. 3) 07/23/2025 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - Inv Rel - At Reported Business Location(s)Start date: 08/01/2021 - 86hr/mnth 86 hr during trading 4) 07/23/2025 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s)Start date: 08/01/2021 - 86hr/mnth 86 hr during trading . I provide administrative support to Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 86 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. 5) LPL Financial; Investment-Related; Pittston, PA; Broker Dealer; Registered Representative; 7/2025; 86 hrs/mo; 86 hrs/mo during securities trading hours/ Duties are securities business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-19 |
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