Joel A Poole

Current Employers

Employment History

• 10/2020 → 07/2021
  New York Life Insurance Company
  Charlotte, NC
• 11/2019 → 08/2020
  Northwestern Mutual
  Charlotte, NC
• 08/2018 → 12/2018
  Advantage Technical Resources
  Charotte, NC
• 04/2014 → 04/2017
  K - Force
  Charlotte, NC
• 02/2021 → 07/2021
  Nylife Securities Llc.
  Charlotte, NC
• 10/2017 → 05/2024
  Red Vulcan Investment Properties
  Charlotte, NC
• 04/2017 → 08/2018
  Signature Consultants
  Charlotte, NC
• 12/2021 → 07/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 03/2020 → 05/2020
  Amazon
  Concord, NC
• 11/2021 → 12/2021
  Assurance - A Prudential Company
  Seatlle, WA
• 11/2022 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 08/2022 → 10/2022
  Disys Corp. (Contractor At Wells Fargo)
  Charlotte, NC
• 08/2021 → 11/2021
  Ttec
  Charlotte, NC
• 11/2022 → 11/2022
  S & L Windows & Doors
  Charlotte, NC
• 11/2020 → 01/2021
  Ups
  Charlotte, NC
• 07/2021 → 07/2021
  Aflac
  Charlotte, NC
• 03/2023 → 03/2024
  Bank Of America N.A.
  Charlotte, NC
• 04/2024 → 02/2025
  Principal Life Insurance
  Charlotte, NC
• 05/2024 → 02/2025
  Principal Securities
  Charlotte, NC
• 08/2024 → 01/2025
  Optima Financial Services
  Charlotte, NC
• 02/2025 → Present
  Lpl Enterprise
  Charlotte, NC

Previous Registrations

• 2024-05-29 → 2025-02-11
  Principal Securities, Inc.
  Charlotte, NC
• 2023-03-09 → 2024-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2022-05-12 → 2022-08-08
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

1. 01/16/2025 - Red Vulcan Properties, LLC - Real Estate Rental - INV REL - Charlotte, NC - Start Date 01/12/2024 - 2hrs/MTH 2. 01/22/2026-Allied Universal Security-Investigator-Outside/W-2 Employment-Not Inv related-At Charlotte, NC-Start date 01/19/2026-100hrs/mth-12hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-05-09

Other Names

• Joel Alan Poole
• Joel Poole
• Joel A Poole