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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-06-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Berwyn | PA | 06/2014 | Present |
| Jacobi Capital Management, Llc | Berwyn | PA | 06/2014 | Present |
1.06/13/2014; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Jacobi Wealth Advisors; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.06/16/2014; (HYBRID) Jacobi Capital Management, LLC / Jacobi Capital Management, LLC; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading; 3.06/16/2014; (HYBRID) Jacobi Wealth Advisors; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading; 4.07/30/2014; Premier Brokerage Services Inc.; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/15/2014; 10hrs/mth; 5hrs during trading 5.04/18/2017; none; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/17/2017; 2hrs/mth; 2hrs during trading 6.09/19/2017; Jacobi Holdings LLC; Insurance Agency; Investment Related; Berwyn,PA; Start Date 08/28/2017; 15hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-28 |
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