SHANNON POYNTER is an investment adviser representative (IAR) with state registration records since 2010, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-12-17 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-11-16 | 2021-10-25 | — |
| KALOS MANAGEMENT | 2012-11-02 | 2014-04-07 | — |
| MADISON AVENUE SECURITIES, LLC | 2010-10-30 | 2010-12-31 | — |