KATIE JEAN POOLE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with PATHSTONE.
| Firm | From | To | Current |
|---|---|---|---|
| PATHSTONE | 2026-06-05 | present | Yes |
| MILL CREEK CAPITAL ADVISORS, LLC | 2013-01-08 | 2026-06-01 | — |
| J.P. MORGAN SECURITIES LLC | 2011-11-15 | 2012-05-15 | — |
| CONVERGENT WEALTH ADVISORS, LLC | 2008-10-03 | 2011-10-31 | — |