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154 Enterprise Way, Pittston, PA 18640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York University | New York | NY | 08/2014 | 05/2018 |
| New York University | New York | NY | 06/2018 | 08/2018 |
| Wyoming Seminary College Preparatory School | Kingston | PA | 09/2018 | 05/2021 |
| The Canning House | Forty Fort | PA | 06/2021 | 09/2022 |
| Chancellor Financial Group Wb Lp | Wilkes Barre | PA | 11/2022 | 03/2025 |
| Lpl Financial | Pittston | PA | 03/2025 | Present |
| Jacobi Capital Management, Llc | Pittston | PA | 03/2025 | 11/2025 |
| Jacobi Capital Management, Llc | Pittston | PA | 11/2025 | Present |
| Chancellor Financial Group Wb Lp | Wilkes-Barre | PA | 12/2023 | 03/2025 |
1. 10/2025 - Integral Investment Group - DBA for LPL Business (entity for LPL business) - Investment Related - 86 Hour(s)/Month - 86 Hour(s) During Trading - Sugarloaf, PA 18249 - OBA Start Date: 10/14/2025 2. 12/05/2025 - Jacobi Wealth Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/24/2025 - 86 hours per month/ during trading 3. 12/05/2025 - Jacobi Capital Management LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/24/2025 - 86 hours per month/ during trading - I provide investment advisory services through Jacobi Capital Management LLC, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 86 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
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