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Kaitlyn Tate Poss

Edelman Financial Engines

Atlanta, GA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-05-29
  • GA RA
    APPROVED
    Since 2026-05-29

Branch Locations

200 Galleria Dr Se Suite 1805, Atlanta, GA 30339 • 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
Edelman Financial Engines Santa Clara CA 04/2022 Present
United Rentals Norcross GA 05/2021 03/2022
Unemployed Athens GA 01/2021 05/2021
Local 706 Athens GA 08/2020 01/2021
Dos Palmas Athens GA 03/2019 08/2020
Texas Roadhouse Athens GA 05/2018 03/2019
University Of Georgia Athens GA 06/2016 03/2020
Univsersity Of Georgia Athens GA 08/2015 12/2020
  • 04/2022 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 05/2021 → 03/2022
    United Rentals
    Norcross, GA
  • 01/2021 → 05/2021
    Unemployed
    Athens, GA
  • 08/2020 → 01/2021
    Local 706
    Athens, GA
  • 03/2019 → 08/2020
    Dos Palmas
    Athens, GA
  • 05/2018 → 03/2019
    Texas Roadhouse
    Athens, GA
  • 06/2016 → 03/2020
    University Of Georgia
    Athens, GA
  • 08/2015 → 12/2020
    Univsersity Of Georgia
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-12
  • S65 Uniform Investment Adviser Law Examination
    2026-05-12
Other Names
  • Kaitlyn Tate Chambers
  • Katie Poss
  • Kaitlin Tate Poss

View on SEC IAPD

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Other Investors

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CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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