Shalana Denise Poole

Current Employers

Employment History

• 10/2017 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Kyle, TX
• 10/2017 → 07/2021
  Waddell & Reed, Inc
  Austin, TX
• 10/2010 → 10/2017
  Jp Morgan Securities Llc
  Austin, TX
• 07/2021 → 10/2025
  Lpl Financial, Llc
  Austin, TX
• 05/2021 → Present
  Flashpoint Financial Services
  Kyle, TX
• 10/2025 → Present
  Cwm, Llc Dba Carson Partners
  Kyle, TX
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2022 → Present
  Spoole 360 Divorce
  Kyle, TX
• 07/2021 → Present
  Sdp Group, Llc
  Kyle, TX

Previous Registrations

• 2021-07-21 → 2025-10-22
  Lpl Financial Llc
  Edmond, OK
  Kyle, TX
• 2017-11-03 → 2021-07-21
  Waddell & Reed
  Austin, TX
  Edmond, OK
  Austin, TX
• 2012-10-01 → 2017-11-15
  J.P. Morgan Securities Llc
  Dripping Springs, TX
  Austin, TX
  Austin, TX
  Austin, TX
• 2010-03-30 → 2012-10-01
  Chase Investment Services Corp.
  Austin, TX
  Austin, TX
  Austin, TX
  Buda, TX
  Austin, TX
  Austin, TX
  Dripping Springs, TX
• 2007-10-26 → 2010-03-18
  Edward Jones
  St. Louis, MO
  Austin, TX
  Austin, TX
  Austin, TX

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 10/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: AGE OF CENTRAL TEXAS INVESTMENT RELATED: NO ADDRESS: 3710 CEDAR ST AUSTIN, TX 78705 NATURE OF BUSINESS: NON PROFIT START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER AND TREASURER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HELP PROVIDE GUIDANCE AND STRUCTURE FOR THE FUTURE OF THE ORGANIZATION FROM A STRUCTURAL AND FINANCIAL PERSPECTIVE 4. NAME OF OTHER BUSINESS: FLASHPOINT FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 5. NAME OF OTHER BUSINESS: SPOOLE 360 DIVORCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES FOR DIVORCING CLIENTS 6. NAME OF OTHER BUSINESS: SDP GROUP, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY FOR TAX PURPOSES START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: PRINCIPAL APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX PURPOSES

Exams

• S66 Uniform Combined State Law Examination
  2007-10-09
• S63 Uniform Securities Agent State Law Examination
  2006-07-14

Designations

Other Names

• Shalana Denise Barfield