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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-04 |
Branch Locations
154 Enterprise Way, Pittston, PA 18640 • United States
1055 Westlakes Drive Suite 135, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc | Horsham | PA | 02/2014 | 06/2024 |
| Pillar Wealth Advisors, Llc | Westtown | PA | 09/2015 | 10/2024 |
| Lpl Financial | Berwyn | PA | 06/2024 | Present |
| Jacobi Capital Management, Llc | Berwyn | PA | 06/2024 | Present |
1) 05/29/2024 - Jacobi Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - Berwyn, PA 19312 2) 05/29/2024 - Non-Variable Insurance - Investment Related - Conshohocken, PA 19428 3) 07/19/2024 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 86 Hours per Month/ During Trading 4) 07/19/2024 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 06/03/2024 - 86 Hours per Month/ During - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 86 hours per month on this activity. Please see the advisory firm's 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.Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-08 |
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