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Advisor at JACOBI CAPITAL MANAGEMENT, LLC
PITTSTON, PA | Wilmington, DE
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 | Wilmington, DE|PITTSTON, PA | Current employment |
| PILLAR WEALTH ADVISORS, LLC | Former SEC adviser | Jan 24, 2024 | Dec 2, 2024 | no | Kennett Square, PA|WEST CHESTER, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PILLAR WEALTH ADVISORS, LLC | JACOBI CAPITAL MANAGEMENT, LLC | Dec 2, 2024 | Jun 4, 2024 | -181 | Firm change after gap | RIA to RIA |