Robert S Rolland

Current Employers

Jacobi Capital Management, Llc

154 Enterprise Way, Pittston, PA 18640 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-02-05

PA RA
APPROVED

Since 2018-02-05

Branch Locations

154 Enterprise Way, Pittston, PA 18640 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wilkes-Barre	PA	07/2009	01/2018
Bank Of America, N.A.	Wilkes-Barre	PA	04/2011	01/2018
Lpl Financial Llc	Wilkes Barre	PA	01/2018	Present
Jacobi Capital Management, Llc	Wilkes Barre	PA	02/2018	Present

07/2009 → 01/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilkes-Barre, PA
04/2011 → 01/2018

Bank Of America, N.A.

Wilkes-Barre, PA
01/2018 → Present

Lpl Financial Llc

Wilkes Barre, PA
02/2018 → Present

Jacobi Capital Management, Llc

Wilkes Barre, PA

Previous Registrations

2009-11-10 → 2018-02-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wilkes Barre, PA

Other Businesses

1. 2/5/2018 - Jacobi Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/25/2018 - 9 Hours Per Month During Securities Trading - Time Spent 5%. 2. 2/6/2018 - Jacobi Capital Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 1/25/2018 - 155 Hours Per Month/140 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 2/2018. I expect to spend approximately 155 hours per month on this activity. Please see the advisory firms 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. 3. 2/6/2018 - Jacobi Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 1/25/2018 - 155 Hours Per Month/140 Hours During Securities Trading - Time Spent 90%. 4. 4/12/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/09/2019 - 2 Hours Per Month During Securities Trading. 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.