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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 01/2022 | 08/2023 |
| Self-Employed | Lake Ariel | PA | 01/2021 | 01/2022 |
| Inprocess Consulting | Alpharetta | GA | 06/2014 | 01/2021 |
| Jacobi Capital Management, Llc | Pittston | PA | 05/2023 | Present |
1. Steinbeck Development Corporation; Non Investment-Related; Moosic, PA; Real Estate Development; Shareholder; 01/2001; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties. 2. CSD Channels, Inc.; Non Investment-Related; Moosic, PA; Real Estate Development; Shareholder; 01/1990; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties. 3. Steinbeck Development Partnership; Non Investment-Related; Moosic, PA; Real Estate Development; Domestic General Partner; 02/1999; .25 hrs/mo; 0 hrs/mo during securities trading hours; Duties are planning and analysis. 4. MARGOT VIVIENNE & GUS, LLC (`MVG’); Non-Investment Related; Moosic, PA; Business Entity for Tax/Investment Purposes; 01/2026; 0-10hrs/mo; 0hrs/mo during securities trading hours; No duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-16 |
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