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Advisor at JACOBI CAPITAL MANAGEMENT, LLC
PITTSTON, PA | Berwyn, 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 | May 30, 2017 | n/a | yes | Berwyn, PA|PITTSTON, PA | Current employment |
| RZ WEALTH | Former SEC adviser | Sep 9, 2014 | Aug 2, 2017 | no | WAYNE, PA | Previous registration |
| WFG ADVISORS, LP | Former SEC adviser | Jan 27, 2006 | Jul 14, 2016 | no | WAYNE, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jan 1, 2004 | Feb 2, 2006 | no | WAYNE, PA | Previous registration |
| J.J.B. HILLIARD, W.L. LYONS, LLC | Former SEC adviser | Oct 2, 2002 | Jan 1, 2004 | no | WAYNE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RZ WEALTH | JACOBI CAPITAL MANAGEMENT, LLC | Aug 2, 2017 | May 30, 2017 | -64 | Firm change after gap | Other |
| WFG ADVISORS, LP | RZ WEALTH | Jul 14, 2016 | Sep 9, 2014 | -674 | Firm change after gap | Other |
| PNC WEALTH MANAGEMENT | WFG ADVISORS, LP | Feb 2, 2006 | Jan 27, 2006 | -6 | Firm change | Other |
| J.J.B. HILLIARD, W.L. LYONS, LLC | PNC WEALTH MANAGEMENT | Jan 1, 2004 | Jan 1, 2004 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 172573:147663:PA:2017-08-02 | Aug 2, 2017 | May 30, 2017 | WAYNE, PA | Firm change after gap |
| 125073:172573:PA:2016-07-14 | Jul 14, 2016 | Sep 9, 2014 | WAYNE, PA | Firm change after gap |