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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-01 |
| PA | RA | APPROVED | 2009-05-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Wilkes Barre | PA | 11/1993 | Present |
| Jacobi Capital Management, Llc | Wilkes Barre | PA | 06/2008 | Present |
1. 10/30/08- JACOBI CAPITAL MANAGEMENT, LLC/WE WILL PROVIDE FINANCIAL PLANS AND ADVICE AND WILL CHARGE 0 TO $5000/ 90% OF TIME/ WILKES BARRE, PA 2. 01/20/2015 - JACOBI CAPITAL MANAGEMENT, LLC - REGISTERED INVESTMENT ADVISOR DBA - JACOBI WEALTH ADVISORS - TIME SPENT 17 HOURS PER MONTH - WILKES BARRE, PA. 3. 3/29/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/11/2016 - 2 Hours Per Month During Securities Trading. 4. 4/6/2018 - Andus Health Benefits - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/03/2018 - 1 Hour Per Month/0 During Securities Trading. 5. 4/7/2021 - Mass Mutual Eastern PA - Investment Related - Agency Address: 220 Gibraltar Road, Suite 350 | Horsham, PA 19044 - Non-Variable Insurance - Started 04/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-08-08 |
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