Travis James Poodiack
Manager/CcoBirch Financial Group, LLCCRD 6527796
About Travis James Poodiack
Travis James Poodiack is listed as Manager/Cco at Birch Financial Group, LLC in Keene, NH. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Birch Financial Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Travis James Poodiack work?
Travis James Poodiack is listed as Manager/Cco at Birch Financial Group, LLC on SEC Form ADV.
How much of Birch Financial Group, LLC does Travis James Poodiack own?
Form ADV reports a beneficial ownership band of 25-50%.
Birch Financial Group, LLC
| Title | Manager/Cco |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |