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Dionna Maria Poluch

Brandywine Oak Private Wealth LLC

Kennett Square, PA

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Current Employers
Brandywine Oak Private Wealth Llc

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-27
TX RA APPROVED 2024-03-27
  • PA RA
    APPROVED
    Since 2024-03-27
  • TX RA
    APPROVED
    Since 2024-03-27

Branch Locations

500 Old Forge Lane Suite 501, Kennett Square, PA 19348 • 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
J.P. Morgan Advisors Boston MA 08/2018 06/2022
Jpmorgan Securities, Llc. Boston MA 10/2018 Present
T.O. Epps & Associates, Inc. West Chester PA 05/2017 09/2017
The Crush Agency King Of Prussia PA 06/2016 06/2018
Eff.Y.bEe New York NY 04/2016 09/2017
University Of Delaware Newark DE 01/2014 08/2018
Beck Bode, Llc Dedham MA 06/2022 05/2023
Domain Money New York NY 05/2023 10/2023
Brandywine Oak Private Wealth Kennett Square PA 01/2024 Present
Brandywine Oak Private Wealth Llc Kennett Square PA 01/2024 Present
  • 08/2018 → 06/2022
    J.P. Morgan Advisors
    Boston, MA
  • 10/2018 → Present
    Jpmorgan Securities, Llc.
    Boston, MA
  • 05/2017 → 09/2017
    T.O. Epps & Associates, Inc.
    West Chester, PA
  • 06/2016 → 06/2018
    The Crush Agency
    King Of Prussia, PA
  • 04/2016 → 09/2017
    Eff.Y.bEe
    New York, NY
  • 01/2014 → 08/2018
    University Of Delaware
    Newark, DE
  • 06/2022 → 05/2023
    Beck Bode, Llc
    Dedham, MA
  • 05/2023 → 10/2023
    Domain Money
    New York, NY
  • 01/2024 → Present
    Brandywine Oak Private Wealth
    Kennett Square, PA
  • 01/2024 → Present
    Brandywine Oak Private Wealth Llc
    Kennett Square, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-01-07
  • S63 Uniform Securities Agent State Law Examination
    2019-01-07
Designations
Other Names
  • Dionna Poluch

View on SEC IAPD

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