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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-06-23 |
Branch Locations
1055 Westlakes Drive Suite 135, Berwyn, PA 19312 • United States
154 Enterprise Way, Pittston, PA 18640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilkes-Barre | PA | 08/2014 | Present |
| Jacobi Capital Management, Llc | Berwyn | PA | 06/2015 | Present |
(1) 08/19/2014 - JACOBI WEALTH ADVISORS/ DBA ONLY/ 50%/ WILKES-BARRE, PA (2) 09/15/2014: JACOBI CAPITAL MANAGEMENT, LLC - INV REL - 620 BALTIMORE DR., STE 400, WILKES BARRE, PA 18702 - REGISTERED INVESTMENT ADVISOR: (HYBRID) JACOBI CAPITAL MANAGEMENT, LLC - 50% OF TIME SPENT - INVESTMENT ADVISER REPRESENTATIVE (3) LPL; INVESTMENT-RELATED; BERWYN, PA; BROKER DEALER; ADMINISTRATIVE ASSOCIATE; 8/2014; 0 HRS/MO; 0 HRS/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-26 |
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