Shalana Denise Poole is an investment adviser representative (IAR) with state registration records since 2007, appearing at 6 firms. Currently registered with CWM, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CWM, LLC | 2025-10-21 | present | Yes |
| LPL FINANCIAL LLC | 2021-07-21 | 2025-10-22 | — |
| WADDELL & REED | 2017-11-03 | 2021-07-21 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2017-11-15 | — |
| CHASE INVESTMENT SERVICES CORP. | 2010-03-30 | 2012-10-01 | — |
| EDWARD D. JONES & CO., L.P. | 2007-10-26 | 2010-03-18 | — |