Judy Medlin Poole

Current Employers

Employment History

• 09/2017 → Present
  Lincoln Investment
  Fort Washington, PA
• 09/2005 → Present
  Robinson & Assoc
  Albemarle, NC
• 06/2024 → Present
  Capital Analysts
  Fort Washington, PA
• 06/2024 → Present
  Lincoln Investment
  Fort Washington, PA

Other Businesses

ADMINISTRATIVE ASSISTANT TO FINANCIAL ADVISOR LARRY POOLE POSITION: Administrative and Sales Assistant NATURE: Financial Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2005 ADDRESS: 2726 Rolling Hills Dr., Monroe NC 28110, United States DESCRIPTION: Clerical Assistance INSUANCE AND RETIREMENT PLANNING INC POSITION: Secretary Sales Assistant NATURE: Fixed Annuities; Life Insurance; Accident and Health Ins INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/08/1994 ADDRESS: 2726 Rolling Hills Drive, Monroe NC 28110, United States DESCRIPTION: This corporation is in the process of being dissolved. No business has been written through this corporation since 2000. We will update OBA once dissolution is complete with NCSOS The corporate was dissolved on 7-21-2011. POOLE FINANCIAL SERVICES INC POSITION: 50% Owner, Officer - Secretary NATURE: Life Insurance; Fixed Annuities; Accident and Health INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/06/2003 ADDRESS: 2726 Rolling Hills Drive, Monroe NC 28110, United States DESCRIPTION: Secretary and Bookkeeper/Sales Assistant Medlin Ventures LLC Position: Chief Financial Officer Nature: Real Estate Management Investment Related: Yes Hours: 4 Securities Trading Hours: 0 Start Date: 6/6/2025 Address: 2726 Rolling Hills Drive Monroe, NC 28110 Description: Manage financial reports for the LLC - Pay expenses for maintenance of family homeplace

Exams

• S66 Uniform Combined State Law Examination
  2018-09-12