Elisabeth Michelle Poore

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Raymond James Financial Services, Inc
  Midlothian, VA
• 11/2004 → 12/2020
  The Pinnacle Group
  Midlothian, VA
• 11/2004 → 12/2020
  Mahler Capital Management, Inc.
  Midlothian, VA
• 08/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Richmond, VA
• 12/2020 → 04/2024
  Z3 Capital Partners
  Midlothian, VA
• 01/2021 → Present
  Pj Capital Partners Llc
  Midlothian, VA

Other Businesses

(1)Name of Business: EDesigns Address: 22180 Genito Road, Amelia, VA, 23002, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Designer/Stylist/PlannerSole Owner - Proprietor (2)Name of Business: PJ Capital Partners LLC Address: 13925 Coalfield Commons Pl, Midlothian, VA, 23114-1225, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/11/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Owner - Elisabeth M. Poore\n50% Owner - Lucas Jones (3)Name of Business: PJ's Tree Service & Landscaping LLC Address: 22180 Genito Road, Amelia, VA, 23002, United States Activity Type: Other Position/Title: Bookkeeper Investment Related: No Start Date: 01/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I pay monthly bills, track quarterly tax payments, create income and expense spreadsheets, marketing and make deposits.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-04
• S63 Uniform Securities Agent State Law Examination
  2009-07-17

Other Names

• Elisabeth Michelle Bezares
• Elizabeth Michelle Poore