Elias D. Poe

Harbor Investment Advisory, LLC

Lutherville, MD

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Current Employers

Harbor Investment Advisory, Llc

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2017-09-29

MD RA
APPROVED

Since 2017-09-29

Branch Locations

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Towson	MD	06/2009	09/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	09/2017
Harbor Investment Advisory, Llc	Lutherville	MD	09/2017	Present

06/2009 → 09/2017

Morgan Stanley Smith Barney

Towson, MD
01/2015 → 09/2017

Morgan Stanley Private Bank, National Association

New York, NY
09/2017 → Present

Harbor Investment Advisory, Llc

Lutherville, MD

Previous Registrations

2009-06-01 → 2017-10-02

Morgan Stanley

Towson, MD

Lutherville, MD

Hunt Valley, MD
2006-02-21 → 2009-06-01

Citigroup Global Markets Inc.

Towson, MD

New York, NY

Towson, MD
2000-08-24 → 2006-02-21

Legg Mason Wood Walker, Incorporated

Towson, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-03-23

S66 Uniform Combined State Law Examination

2000-03-23

Other Names

Dod Poe
Elias Dodson Poe
Elias Dodson Poe
Elias Dodson Poe Iv
Elias Dodson Poe
Elias D. Poe Iv

View on SEC IAPD

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