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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilkes Barre | PA | 05/2009 | 03/2018 |
| Lpl Financial Llc | Wilkes Barre | PA | 01/2021 | Present |
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 03/2018 | Present |
| Lpl Financial Llc | Wilkes Barre | PA | 03/2018 | Present |
1) 03/05/2018 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 03/2018 - 9 hrs/mo. 2) 3/20/2018 - Jacobi Capital Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/12/2018 - 155 Hours Per Month During Securities Trading - Time Spent 90% - I provide support to Jacobi Capital Management, an independent investment advisor firm. I started this business activity in 03/12/2018. I expect to spend approximately 155 hrs/mo 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) 3/20/2018 - Jacobi Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/12/2018 - 155 Hours Per Month During Securities Trading - Time Spent 90% - I provide administrative support to Jacobi Wealth Advisors, an independent investment advisor firm. I started this business activity in 03/12/2018. I expect to spend approximately 155 hrs/mo 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) 12/3/2020 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Pennsylvania Notary Public - Started 02/16/2018 - 0 Hours Per Month. 5) 11/22/2022 - Integral Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2017 - 25 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-04 |
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