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Kate Anna Poole

Natural Investments

Philadelphia, PA

Windsor, CA

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Current Employers
Natural Investments

Windsor, CA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-02-03
  • PA RA
    APPROVED
    Since 2023-02-03

Branch Locations

Philadelphia, PA • United States

Windsor, CA • 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
Natural Investments Windsor CA 07/2018 Present
Rsf Social Finance Baltimore MD 08/2017 07/2018
Regenerative Finance Philadelphia PA 10/2015 07/2017
  • 07/2018 → Present
    Natural Investments
    Windsor, CA
  • 08/2017 → 07/2018
    Rsf Social Finance
    Baltimore, MD
  • 10/2015 → 07/2017
    Regenerative Finance
    Philadelphia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-05
  • S65 Uniform Investment Adviser Law Examination
    2018-01-05

View on SEC IAPD

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