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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilkes-Barre | PA | 02/2011 | Present |
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 03/2011 | Present |
1. 05/02/2011: JACOBI CAPITAL MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID: JACOBI CAPITAL MANAGEMENT, LLC - 75% OF TIME SPENT 2. 12/19/2013: 66 EAST TIOGA STREET LLC - INV REL - 66 EAST TIOGA STREET, TUNKHANNOCK, PA 18657 - REAL ESTATE RENTAL - 1% OF TIME SPENT - OWNER 3. 01/20/2015: JACOBI CAPITAL MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA: JACOBI WEALTH ADVISORS - START 01/14/2015 - 17 HR/MO ALL DURING SECS TRDG HRS. 4. 11/9/2015: Jacobi Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/10/2015 - 20 Hours Per Month During Securities Trading. 5. 02/10/2016 - Azar Wealth Management, LLC - INV REL - 66 East Tioga Street, Suite 3 Tunkhannock, PA 18657 - Business Entity For Tax/Investment Purposes Only - START 01/11/2016 - advisory fees; brokerage commissions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-17 |
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