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Advisor at JACOBI CAPITAL MANAGEMENT, LLC
Berwyn, PA | PITTSTON, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| JACOBI CAPITAL MANAGEMENT, LLC | Independent wealth | Jun 4, 2024 | n/a | yes | PITTSTON, PA|Berwyn, PA | Current employment |
| PILLAR WEALTH ADVISORS, LLC | Former SEC adviser | Sep 4, 2015 | Oct 31, 2024 | no | WEST CHESTER, PA|Conshohocken, PA|WILMINGTON, DE|WEST CHESTER, PA|COATESVILLE, PA|WILMINGTON, DE | Previous registration |
| HORNOR, TOWNSEND & KENT, LLC | Independent wealth | Apr 23, 2014 | Dec 2, 2015 | no | CONSHOHOCKEN, PA|WILMINGTON, DE|WILMINGTON, DE|WILMINGTON, DE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PILLAR WEALTH ADVISORS, LLC | JACOBI CAPITAL MANAGEMENT, LLC | Oct 31, 2024 | Jun 4, 2024 | -149 | Firm change after gap | RIA to RIA |
| HORNOR, TOWNSEND & KENT, LLC | PILLAR WEALTH ADVISORS, LLC | Dec 2, 2015 | Sep 4, 2015 | -89 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 159642:147663:DE:2024-10-31 | Oct 31, 2024 | Jun 4, 2024 | WILMINGTON, DE | Firm change after gap |