Polly White Cordle

Current Employers

Employment History

• 11/2011 → 10/2021
  Marriott Securities, Llc
  Richmond, VA
• 05/2010 → 10/2021
  Oyster Consulting, Llc
  Richmond, VA
• 07/2013 → 06/2018
  Cary Street Partners Llc
  Richmond, VA
• 04/2016 → 11/2019
  M Holdings Securities, Inc.
  Portland, OR
• 07/2017 → 06/2018
  Gordon Long Capital
  Charlottesville, VA
• 04/2018 → 10/2018
  Master Key Financial Services, Llc
  Timonium, MD
• 08/2018 → 05/2020
  Resurgent Financial Advisors
  Atlanta, GA
• 12/2017 → 01/2020
  Salomon And Ludwin, Llc
  Richmond, VA
• 01/2018 → 10/2021
  Commonwealth Retirement Advisors
  Richmond, VA
• 08/2019 → 05/2020
  Encompass Financial Advisors
  Danville, KY
• 12/2020 → 12/2024
  St. Germain Securities
  Springfield, MA
• 12/2020 → Present
  St. Germain Investment Management, Inc.
  Springfield, MA

Previous Registrations

• 2019-12-13 → 2020-05-04
  Resurgent Advisors
  Atlanta, GA
  Glen Allen, VA
• 2019-11-21 → 2019-12-31
  Encompass Financial Advisors Llc
  Glen Allen, VA
• 2017-09-27 → 2019-03-18
  Gordon Long Capital, Llc
  Glen Allen, VA
  Charlottesville, VA
• 2015-06-09 → 2017-09-27
  Cary Street Partners
  Richmond, VA
• 2003-04-15 → 2008-12-24
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  St. Louis, MO
  Glen Allen, VA

Other Businesses

Beginning in 1997,Oh the Pollybilities, vintage, collectibles, arts and crafts resale, 20-40 non-market hours/month, owner and operator in Belchertown, MA, compensation based on sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-09
• S63 Uniform Securities Agent State Law Examination
  2013-10-24
• S66 Uniform Combined State Law Examination
  2002-12-06

Other Names

• Polly White Coffey
• Polly White Coffey
• Polly Rachel White
• Polly White Cordle
• Polly Cordle