Jacob Patrick Defilippo

Current Employers

Employment History

• 07/2013 → Present
  Delta Financial Advisors, Inc.
  Kensington, MD
• 08/2015 → Present
  Regulus, Llc
  Kensington, MD
• 10/2017 → 11/2021
  Beacon Global Advisor Network, Llc
  Kensington, MD

Previous Registrations

• 2017-10-27 → 2021-11-09
  Beacon Global Advisor Network, Llc
  Kensington, MD

Other Businesses

1. Client Services Director and Investment Advisor Representative for Delta Financial Advisors, Inc. Located at 10539 Metropolitan Avenue, Kensington, MD, 20895. This is investment related. He receives commissions. He devotes 40 hours per month and 20 hours during trading hours. His duties are managing client services and being a registered assistant. 2. Regulus Advisors, LLC; Investment Related: Yes Address: Kensington, MD Nature of Business: Commission based product sales for broker dealer Title: Registered Representative Start Date: 08/2015 - Hours per week Up to 40 during trading hours Business Name: Jacob P. Defilippo - Investment Related: Yes - Address: 7520 Park Drive, Bowie, MD 20715 - Nature of Business: Real Estate Flip - Title or Relationship: Investor - Start Date: 4/19/2024 - Hours per month: 5 - Hours per month during trading hours: 0 - Duties: I will be entering into a purchase of real estate with my father (Pat DeFilippo) and uncle (Charles DeFilippo who is a client). The purpose of the property is to renovate and sell/rent contingent on market conditions. At this time this is not a loan and the $50,000 I will be investing will be taken from my assets. I do not plan to have much involvement in the renovations thus operating as a silent investor.

Exams

• S66 Uniform Combined State Law Examination
  2017-03-07