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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-09 |
Branch Locations
547 West Charles St. Ste. 200, Matthews, NC 28105 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 11/2023 | Present |
| Anthropologie | Philadelphia | PA | 11/2012 | 08/2020 |
| Unemployeed | Charlotte | NC | 08/2020 | 10/2020 |
| Poole Financial Services | Monroe | NC | 10/2020 | Present |
POOLE FINANCIAL SERVICES POSITION: Administrative Sales Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 10/01/2020 ADDRESS: 232 N. Second St., Albemarle NC 28001, United States DESCRIPTION: administrative assistant ; submitting paperwork, answering phones, scheduling
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-25 |
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