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David F Jacoby

Remote Financial Planner, LLC

Palm Beach Gardens, FL

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Current Employers
Remote Financial Planner, Llc

7754 Okeechobee Blvd #400, West Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
GA RA APPROVED 2021-03-30
TX RA APPROVED_RES 2018-03-15
VA RA APPROVED 2016-08-24
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • GA RA
    APPROVED
    Since 2021-03-30
  • TX RA
    APPROVED_RES
    Since 2018-03-15
  • VA RA
    APPROVED
    Since 2016-08-24

Branch Locations

Palm Beach Gardens, FL • 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
Remote Financial Planner West Palm Beach FL 08/2016 Present
  • 08/2016 → Present
    Remote Financial Planner
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-12
  • S66 Uniform Combined State Law Examination
    2014-06-12
Designations
Other Names
  • David Franklin Jacoby
  • David Franklin Jacoby

View on SEC IAPD

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