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Pamela Dolvin Poldiak

Partners In Financial Planning, LLC

Salem, VA

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Current Employers
Partners In Financial Planning, Llc

421 South College Avenue, Salem, VA 24153 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-02-18
VA RA APPROVED 2009-11-13
  • TX RA
    APPROVED
    Since 2022-02-18
  • VA RA
    APPROVED
    Since 2009-11-13

Branch Locations

421 South College Avenue, Salem, VA 24153 • United States

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
OrganizationCityStateFromTo
Partners In Financial Planning, Llc Salem VA 11/2009 Present
Previous Registrations
Designations

View on SEC IAPD

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Other Offices

VESTED PARTNERS: A MULTI-FAMILY OFFICE · SALEM, VA
C4T LLC · SALEM, VA
EDWARD JONES · SALEM, VA
EDWARD JONES · SALEM, VA
WELLS FARGO CLEARING SERVICES, LLC · SALEM, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Salem, VA
EDWARD JONES · SALEM, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · SALEM, VA

More in Salem, VA

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