CHAD EVAN POLIN is an investment adviser representative (IAR) with state registration records since 2002, appearing at 10 firms. Currently registered with KINGSWOOD WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 2026-04-06 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2021-02-17 | 2026-04-01 | — |
| BB&T SECURITIES, LLC | 2018-01-02 | 2021-02-17 | — |
| BB&T INVESTMENT SERVICES, INC. | 2017-06-05 | 2018-01-02 | — |
| KEY INVESTMENT SERVICES LLC | 2016-09-21 | 2017-06-19 | — |
| LPL FINANCIAL LLC | 2010-05-04 | 2016-09-21 | — |
| CETERA INVESTMENT SERVICES LLC | 2005-10-14 | 2010-05-05 | — |
| ICBA FINANCIAL SERVICES CORPORATION | 2005-08-03 | 2005-10-14 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2004-10-20 | 2005-08-09 | — |
| QUICK & REILLY, INC. | 2002-11-06 | 2004-10-20 | — |
| QUICK & REILLY, INC. | 2002-09-05 | 2002-10-15 | — |