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Current Employers
Jacobi Capital Management, Llc

154 Enterprise Way, Pittston, PA 18640 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-04
  • PA RA
    APPROVED
    Since 2024-06-04

Branch Locations

154 Enterprise Way, Pittston, PA 18640 • United States

1055 Westlakes Drive Suite 135, Berwyn, PA 19312 • 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
OrganizationCityStateFromTo
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
  • 02/2014 → 06/2024
    Hornor, Townsend & Kent, Inc
    Horsham, PA
  • 09/2015 → 10/2024
    Pillar Wealth Advisors, Llc
    Westtown, PA
  • 06/2024 → Present
    Lpl Financial
    Berwyn, PA
  • 06/2024 → Present
    Berwyn, PA
Previous Registrations
  • 2015-09-04 → 2024-10-31
    Pillar Wealth Advisors, Llc
    West Chester, PA
    Conshohocken, PA
    Wilmington, DE
    West Chester, PA
    Coatesville, PA
    Wilmington, DE
  • 2014-04-23 → 2015-12-02
    Conshohocken, PA
    Wilmington, DE
    Wilmington, DE
    Wilmington, DE
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-04-08
  • S66 Uniform Combined State Law Examination
    2014-04-08
Other Names
  • Kyle Bain

View on SEC IAPD

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