Timothy John Yurek

Current Employers

Jacobi Capital Management, Llc

154 Enterprise Way, Pittston, PA 18640 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2009-05-14

PA RA
APPROVED

Since 2009-05-14

Branch Locations

154 Enterprise Way, Pittston, PA 18640 • 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

Organization	City	State	From	To
Linsco/Private Ledger Corp.	Wilkes Barre	PA	03/1994	Present
Jacobi Capital Management	Wilkes Barre	PA	10/2008	Present

03/1994 → Present

Linsco/Private Ledger Corp.

Wilkes Barre, PA
10/2008 → Present

Jacobi Capital Management

Wilkes Barre, PA

Other Businesses

1. INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING WHOLE LIFE, TERM LIFE, UNIVERSAL LIFE, LONG TERM CARE, GROUP LIFE AND FIXED ANNUITIES, DISABILITY, AND DENTAL & HEALTH INSURANCE PRODUCTS / WILKES-BARRE, PA / APPROVED OCTOBER 20, 2003 2. 10/30/08- JACOBI CAPITAL MANAGEMENT, LLC/ WE WILL PROVIDE FINANCIAL ADVISE AND WILL CHARGE 0 TO $5000/ 50% OF TIME/ WILKES BARRE, PA 3. 12/17/09- LUC FINANCE, LEASING COMPANY, I WILL BE SETTING UP A CAPTIVE LEASING COMPANY WHEREBY A SEPERATE CORPORATION WILL BE CREATED THAT WILL LOAN MONEY TO A LEASE EQUIPMENT TO MY BUSINESS, 10% OF TIME SPENT. 4. 11/03/2010 - NON-VARIABLE INSURANCE, BURLAP INC.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-05-14

S63 Uniform Securities Agent State Law Examination

1986-05-14