Chad Evan Polin

Current Employers

Employment History

• 05/2010 → 09/2016
  Lpl Financial
  Charlotte, NC
• 05/2010 → 09/2016
  First Niagara Securities
  Spring House, PA
• 05/2026 → Present
  Kingswood Capital Partners
  Fort Washington, PA
• 09/2016 → 06/2017
  Key Investment Services Llc
  Maple Glen, PA
• 06/2017 → 01/2018
  Bb&T Investment Services, Inc.
  Allentown, PA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Huntingdon Valley, PA
• 02/2021 → 04/2026
  Truist Investment Services, Inc.
  Fort Washington, PA
• 02/2021 → 04/2026
  Truist Advisory Services, Inc.
  Atlanta, GA
• 04/2026 → Present
  Kingswood Wealth Advisors
  Fort Washington, PA

Previous Registrations

• 2021-02-17 → 2026-04-01
  Truist Advisory Services, Inc.
  Atlanta, GA
  Philadelphia, PA
  Media, PA
  Philadelphia, PA
  Glenside, PA
  West Chester, PA
  Huntingdon Valley, PA
  Philadelphia, PA
  Ardmore, PA
  Philadelphia, PA
  Spring House, PA
  Fort Washington, PA
  Philadelphia, PA
  Philadelphia, PA
  Philadelphia, PA
  Jenkintown, PA
  King Of Prussia, PA
  Norristown, PA
  Philadelphia, PA
  Newtown Square, PA
  Willow Grove, PA
• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Jenkintown, PA
  Charlotte, NC
  Allentown, PA
  Philadelphia, PA
  Huntingdon Valley, PA
  West Chester, PA
  Fort Washington, PA
  Severna Park, MD
  Richmond, VA
• 2017-06-05 → 2018-01-02
  Bb&T Investment Services, Inc.
  Jenkintown, PA
  Charlotte, NC
  Allentown, PA
  Philadelphia, PA
  Huntingdon Valley, PA
  West Chester, PA
• 2016-09-21 → 2017-06-19
  Key Investment Services Llc
  Plymouth Meeting, PA
  Maple Glen, PA
  Hopewell Junction, NY
• 2010-05-04 → 2016-09-21
  Lpl Financial Llc
  Spring House, PA
  Maple Glen, PA
  Maple Glen, PA
  Fort Mill, SC
  Spring House, PA
  Harleysville, PA
  East Norriton, PA
• 2005-10-14 → 2010-05-05
  Cetera Investment Services Llc
  Palmertown, PA
  Springhouse, PA
  Spring House, PA
• 2005-08-03 → 2005-10-14
  Icba Financial Services Corporation
  Spring House, PA
• 2004-10-20 → 2005-08-09
  Banc Of America Investment Services, Inc.
  Huntingdon Valley, PA
• 2002-11-06 → 2004-10-20
  Quick & Reilly, Inc.
  Huntingdon Valley, PA
• 2002-09-05 → 2002-10-15
  Quick & Reilly, Inc.
  Philadelphia, PA

Other Businesses

1. Name of Business: BACKGROUND MANAGER -  POSITION: President NATURE: Partner INVESTMENT RELATED: No NUMBER OF HOURS: 2; SECURITIES TRADING HOURS: 0 START DATE: 05/01/2015  ADDRESS: 1395 Pinetown Rd. Fort Washington, PA 19034 United States; DESCRIPTION: recordkeeping for volunteer organizations 2. OBA Rental Properties - Chad Polin,Is Not Investment Related,"1395 Pintetown Rd, , Fort Washington, PA, 19034, United States",Rental Property,Owner,1/1/2020,1 hours per month,0 hours per month during trading hours,Fee Based Compensation,Landlord for 2 residential properties Name of Business: PATPOLL LLC / Chad Polin Address: 1395 Pinetown Rd. Fort, PA 19034 Position: Owner Nature: Rental - LANDLORD Start Date: 2020 Investment Related: No Number of Hours: 1 Securities Trading Hours: 0 Description: LLC landlord of 2 residential properties CHAD POLIN - RENTAL PROPERTIES POSITION: Landlord NATURE: Landlord, purchasing an investment property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 2020 ADDRESS: Ambler & Glenside PA, United States DESCRIPTION: Collect rent, manage residential property, Landlord LASALLE HIGH SCHOOL POSITION: Assistant coach NATURE: Assistant football coach INVESTMENT RELATED: No NUMBER OF HOURS: 10; SECURITIES TRADING HOURS: 0 START DATE: 06/11/2024 ADDRESS: Wyndmoor PA, United States DESCRIPTION: Coach freshmen football.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-13
• S63 Uniform Securities Agent State Law Examination
  2000-08-29

Other Names

• Chad E Polin