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Theodore Christian Poppe

Grey Fox Wealth Advisors, LLC

Rockland, DE

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Current Employers
Grey Fox Wealth Advisors, Llc

100 South Rockland Falls Road, Rockland, DE 19732 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-14
DE RA APPROVED 2023-07-31
TX RA APPROVED_RES 2023-07-27
  • PA RA
    APPROVED
    Since 2024-05-14
  • DE RA
    APPROVED
    Since 2023-07-31
  • TX RA
    APPROVED_RES
    Since 2023-07-27

Branch Locations

100 South Rockland Falls Road, Rockland, DE 19732 • 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
Metlife Securities Inc Charlotte NC 08/2015 03/2017
Brighthouse Securities, Llc Charlotte NC 03/2017 06/2017
Unemployed Kennet Square PA 07/2017 08/2017
Brinker Capital Berwyn PA 08/2017 07/2023
Orion Portfolio Solutions Omaha NE 01/2022 07/2023
Grey Fox Wealth Advisors, Llc Rockland DE 07/2023 Present
  • 08/2015 → 03/2017
    Metlife Securities Inc
    Charlotte, NC
  • 03/2017 → 06/2017
    Brighthouse Securities, Llc
    Charlotte, NC
  • 07/2017 → 08/2017
    Unemployed
    Kennet Square, PA
  • 08/2017 → 07/2023
    Brinker Capital
    Berwyn, PA
  • 01/2022 → 07/2023
    Orion Portfolio Solutions
    Omaha, NE
  • 07/2023 → Present
    Grey Fox Wealth Advisors, Llc
    Rockland, DE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-06
S63 Uniform Securities Agent State Law Examination 2015-12-11
  • S65 Uniform Investment Adviser Law Examination
    2017-10-06
  • S63 Uniform Securities Agent State Law Examination
    2015-12-11
Designations
Other Names
  • Theodore Poppe

View on SEC IAPD

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Bryce Cleveland
RYAN PATRICK BONNER
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HANNAH ELIZABETH MARIN

Other Offices

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AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
DIVERSIFIED, LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
CHARLES SCHWAB & CO., INC. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
STIFEL, NICOLAUS & COMPANY, INCORPORATED · GREENVILLE, DE
STRATEGIC ADVISERS LLC · GREENVILLE, DE

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