David Poole is a CFP-designated registered investment advisor, based in Bettendorf, IA, with 20 years of industry experience.
Location
3467 Forest Grove Drive, Bettendorf, IA, 52722
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Regulatory History (1)
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Customer Dispute
March 2012Denied
Other Business Activities
David is a soccer referee for Iowa high school and club level games since 2017, and will officiate Illinois high school soccer games starting in September 2024. He also works for JRP Operational Support Services LLC, an investment-related activity, and dedicates minimal time to serving as the Secretary for the Quad Cities Soccer Officials Association.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2021 - February 2026 · 4 yrs 10 mos
Ameriprise Financial Services, LLCBroker
April 2021 - February 2026 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - April 2021 · 10 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2011 - April 2021 · 10 yrs 3 mos
Wells Fargo Investments, LLC
November 2009 - January 2011 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
November 2009 - January 2011 · 1 yr 2 mos
Edward Jones
January 2007 - November 2009 · 2 yrs 10 mos
Edward JonesBroker
January 2006 - November 2009 · 3 yrs 10 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.