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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

Christine McCasland

Advisor at JACOBI CAPITAL MANAGEMENT, LLC

PITTSTON, PA

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Search this name across graphsid dfx:ria:77ecb775-ba96-d916-94fb-caf77305bf9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2004 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JACOBI CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 13, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 13, 2000
First registration: Oct 7, 2004
Dual registered: yes, broker-dealer
Other names: CHRISTINE MARIE COGNETTI|CHRISTINE C MCCASLAND|CHRISTINE M COGNETTI|CHRISTINE M COGNETTI MCCASLAND|CHRISTINE COGNETTI MCCASLAND|CHRISTINE MCCASLAND
IAPD individual key: 4032151

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JACOBI CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 23, 2026	n/a	yes	PITTSTON, PA	Current employment
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 16, 2026	no	New York, NY\|NEW YORK, NY\|PURCHASE, NY\|New York, NY\|New York, NY\|Scranton, PA\|Waverly Township, PA\|Waverly Township, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Mar 29, 2006	Jun 1, 2009	no	PURCHASE, NY\|NEW YORK, NY	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Oct 7, 2004	Sep 28, 2005	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	JACOBI CAPITAL MANAGEMENT, LLC	Feb 16, 2026	Jun 23, 2026	127	Firm change	Wirehouse to RIA
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
CREDIT SUISSE SECURITIES (USA) LLC	MORGAN STANLEY & CO. LLC	Sep 28, 2005	Mar 29, 2006	182	Firm change	Other

Relationships

Registered with (4)

→ JACOBI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 16, 2026factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Mar 29, 2006 to Jun 1, 2009factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Oct 7, 2004 to Sep 28, 2005factForm ADV

Dated events

Occurred
Feb 16, 2026
Advisor changed firm
Christine Mccasland left Morgan Stanley for Jacobi Capital Management, Llc (registered 2026-06-23)
Form ADVobserved 4 days ago