Jacob Mahlon Dalton

Current Employers

Employment History

• 03/2021 → 06/2021
  360 Wealth Consultants, Llc
  Roanoke, VA
• 04/2017 → Present
  Tactical Financial
  Summerville, SC
• 06/2010 → Present
  United States Army Reserve
  Fort Benning, GA
• 06/2018 → 12/2020
  Massmutual South Carolina
  Charleston, SC
• 09/2013 → 03/2018
  Service Corporation International
  Houston, TX
• 05/2021 → Present
  Prudential Insurance Company Of America
  Summerville, SC
• 05/2021 → 11/2024
  Pruco Securities, Llc.
  Summerville, SC
• 05/2021 → 05/2021
  Cardinal Financial Services, Llc
  Charleston, SC
• 11/2024 → Present
  Lpl Enterprise, Llc
  Charlotte, NC

Previous Registrations

• 2021-06-07 → 2024-11-14
  Pruco Securities, Llc.
  Summerville, SC
  Charlotte, NC
  Summerville, SC
  Mt. Pleasant, SC
• 2021-03-05 → 2021-06-08
  360 Wealth Consultants, Llc
  Summerville, SC
  Roanoke, VA

Other Businesses

1) 08/21/2024 - Drill Sergeant, U.S. Army - Outside/W-2 Employment - 16 HRS/MTH - not investment related - start 06/16/2010 2) 08/21/2024 - Tax Preparer, Cane Bay Tax LLC - Business Owner - Tax Preparation and Accounting Services - 40 hrs/mth - not investment related - start 12/01/2022 3) 11/13/2025-Executive Protection-Contractor-Business Owner-Not inv related-At Summerville, SC-Start date 11/07/2025-8hrs/mth-0hrs/mth during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-05-31
• S65 Uniform Investment Adviser Law Examination
  2021-02-22

Other Names

• Jacob Mahlon Dalton
• Jacob Dalton