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SP

Sarah Poulos

JBS LIBERTY SECURITIES
Kannapolis, NC 28083
Some features on this profile are disabled
CRD#: 6748323
SP

Professional summary

Sarah Poulos, who also goes by Sarah Louise Poulos, Sarah Louise Wanamaker, Sarah Wanamaker, is a registered financial professional currently at JBS LIBERTY SECURITIES, INC. located in Kannapolis, North Carolina.

Sarah is registered as a RR (Registered Representative) and started their career in finance in 2017. Sarah has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sarah Louise Poulos | Sarah Louise Wanamaker | Sarah Wanamaker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sarah Poulos's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 11, 2024 - Present

JBS LIBERTY SECURITIES, INC.

Office #1: 708 Mclain Road, Kannapolis, NC 28083
BD
CRD#: 36179
Kannapolis, NC
Past

January 13, 2023 - March 5, 2024

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
Henderson, NV
Past

March 31, 2022 - July 27, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LAS VEGAS, NV
Past

September 23, 2021 - May 10, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
HENDERSON, NV
Past

January 14, 2020 - July 30, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HENDERSON, NV
Past

May 26, 2017 - September 21, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
HENDERSON, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
South Carolina
(6/11/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 6/16/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/21/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/26/2017
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JL
JBS LIBERTY SECURITIES, INC.
CENTURA SECURITIES, INC. | RBC CENTURA SECURITIES, INC. | RBC CENTURA SECURITIES INC. | JONES BAINS SIDES INVESTMENT GROUP, INC | JBS LIBERTY SECURITIES, INC.

CRD#: 36179 / SEC#: , 8-47036

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
708 Mclain Road, Kannapolis, NC 28083
Mailing Address
708 Mclain Road, Kannapolis, NC 28083
Phone number
(704) 295-6692
Established
North Carolina since 01/27/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
THE SYNERGY HOLDING GROUP, INCOWNER
JONES, JEFFREY DEANPRESIDENT4188324
PORTWOOD, WILLIAM BOYCECHIEF COMPLIANCE OFFICER4853700
VANHAMME, TRACY MFINANCIAL & OPERATIONS PRINCIPAL/CFO5378592

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

JBS LIBERTY SECURITIES, INC.

CRD#: 36179Kannapolis, NC 28083

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