Michael Conway Bree

Current Employers

Employment History

• 12/2011 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 12/2011 → 06/2024
  Hornor Townsend & Kent Inc
  Horsham, PA
• 12/2011 → 11/2024
  Pillar Wealth Advisors, Llc
  Westtown, PA
• 06/2024 → Present
  Lpl Financial Llc
  Berwyn, PA
• 06/2024 → Present
  Jacobi Capital Management, Llc
  Wilmington, DE

Previous Registrations

• 2011-12-09 → 2024-12-02
  Pillar Wealth Advisors, Llc
  Wilmington, DE
  West Chester, PA
  Conshohocken, PA
  West Chester, PA
  Wilmington, DE
  Kennett Square, PA
• 2011-12-08 → 2013-09-26
  Hornor, Townsend & Kent, Llc
  Wilmington, DE
  Conshohocken, PA
  Wilmington, DE
  Wilmington, DE
  Conshohocken, PA
• 2008-06-05 → 2011-12-08
  Cetera Wealth Services, Llc
  King Of Prussia, PA
  Wilmington, DE
• 2009-04-08 → 2010-07-14
  Advisornet Wealth Partners
  Minnetonka, MN
  Wilmington, DE
• 2003-01-24 → 2008-06-09
  Principal Securities, Inc.
  Wilmington, DE
  Wilmington, DE
• 2002-08-22 → 2002-10-23
  1717 Capital Management Company
  Newark , DE
• 1997-10-06 → 2002-06-21
  Securian Financial Services, Inc.
  Neward, DE

Other Businesses

1- 06/03/2024 / Jacobi Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business locations(s) - Start Date 06/03/2024 - 80 Hours Per Month/ During Trading 2- 06/03/2024 / Michael C. Bree / Non-Variable Insurance / Investment Related / Start date: 05/15/2024 - 5 Hours Per Month/ During Trading 3- 07/19/2024 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 86 Hours Per Month/ During Trading - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 6/2024. 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. 4- 07/19/2024 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/14/2024 - 86 Hours Per Month/ During Trading 5- 09/24/2024 - Bree Advisory Group, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/23/2024 - 40 Hours Per Month/ During Trading 6) 06/06/2025 - Pillar Wealth Advisors LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date:06/01/2025 - 2 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-07-10

Designations