BRIAN TERRENCE POE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with TFO FAMILY OFFICE PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TFO FAMILY OFFICE PARTNERS, LLC | 2022-03-23 | present | Yes |
| VERSANT CAPITAL MANAGEMENT, INC. | 2019-01-25 | 2022-02-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2016-12-21 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2003-12-11 | 2009-10-23 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2002-12-04 | 2003-08-29 | — |