Liana Marie Poodiack

Current Employers

Employment History

• 04/1998 → 11/2016
  Wells Fargo Advisors Llc
  Keene, NH
• 11/2016 → 05/2022
  Raymond James Financial Services, Inc.
  Keene, NH
• 11/2016 → 10/2024
  Steward Partners Global Advisory, Llc
  Keene, NH
• 11/2016 → 10/2024
  Steward Partners Investment Advisory, Llc
  Keene, NH
• 05/2022 → 10/2024
  Steward Partners Investment Solutions, Llc
  Keene, NH
• 06/2024 → Present
  Birch Financial Group
  Keene, NH

Previous Registrations

• 2016-11-14 → 2024-10-30
  Steward Partners Investment Advisory, Llc
  Keene, NH
  Stamford, CT
• 2008-01-01 → 2016-11-07
  Wells Fargo Clearing Services, Llc
  Keene, NH
• 2001-09-27 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Keene, NH
  Keene, NH
  St. Louis, MO

Other Businesses

1) WHITNEY ROAD ASSOCIATION. NOT INVESTMENT RELATED. STODDARD, NH., OFFICER/TREASURER/PRESIDENT. STARTED:07/2015. 1 HR PER MONTH, 0 DURING TRADING HRS. BOARD MEMBER. 2)Name of Business : Peterboro Tool Company Inc Address: 301D Union Street,W Peterborough, NH Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related:No Start Date: 12/01/2015 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: I will sometimes drop off a deposit at the bank. 3) Name of Business : Poodiack Wealth Management Group Address: Keene, NH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 11/03/2016 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor 4)Name of Business : Rental Real Estate Address: Stoddard, NH Nature of the Business: Rental Real Estate Position/Title: Proprietor/Owner Investment Related: No Start Date: 09/06/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2001-08-03
• S63 Uniform Securities Agent State Law Examination
  1999-09-14

Designations

Other Names

• Liana Marie Kimball