David Alexander Poole

David Alexander Poole is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with VERITY INVESTMENT PARTNERS.

Registration history (4)

FirmFromToCurrent
VERITY INVESTMENT PARTNERS2024-09-26presentYes
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC2022-06-012024-04-25
CHARLES SCHWAB INVESTMENT ADVISORY, INC.2018-02-222022-07-07
THOMASPARTNERS, INC.2010-01-052018-03-30

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