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700 Colonial Rd., Ste. 130, Memphis, TN 38117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-09 |
Branch Locations
700 Colonial Rd., Ste 130, Memphis, TN 38117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chalmers - Poole, Cpas | Memphis | TN | 01/2020 | Present |
| Financial Strategy Group, Pllc | Memphis | TN | 03/2010 | 01/2020 |
Mr. Poole is a Principal and co-owner of Chalmers Poole, CPAs located at 700 Colonial Rd., Ste. 130, Memphis, TN 38117. Chalmers Poole, CPAs is a tax planning and tax return preparation certified public accounting practice that is non-investment related. Mr. Poole co-founded Chalmers Poole, CPAs in January 2020. He spends 40 hours per week devoted to Chalmers Poole, CPAs (many more during tax season), all during trading hours. Mr. Poole's duties are tax planning and tax return preparation for Chalmers Poole, CPAs clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
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