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RIA / WealthAdvisor23 years in industry

POLLY WHITE CORDLE

Advisor at ST. GERMAIN INVESTMENT MANAGEMENT

SPRINGFIELD, MA

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Search this name across graphsid dfx:ria:e5fec9e6-8826-c362-2c7a-b2cfe2fb3730

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 15, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ST. GERMAIN INVESTMENT MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 6, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: Dec 6, 2002
First registration: Apr 15, 2003
Dual registered: no
Other names: POLLY WHITE COFFEY|POLLY WHITE COFFEY|POLLY RACHEL WHITE|POLLY WHITE CORDLE|POLLY CORDLE
IAPD individual key: 2875017

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ST. GERMAIN INVESTMENT MANAGEMENT	Independent wealth	May 17, 2022	n/a	yes	SPRINGFIELD, MA	Current employment
RESURGENT ADVISORS	Independent wealth	Dec 13, 2019	May 4, 2020	no	ATLANTA, GA\|GLEN ALLEN, VA	Previous registration
ENCOMPASS FINANCIAL ADVISORS LLC	n/a	Nov 21, 2019	Dec 31, 2019	no	Glen Allen, VA	Previous registration
GORDON LONG CAPITAL, LLC	n/a	Sep 27, 2017	Mar 18, 2019	no	Glen Allen, VA\|CHARLOTTESVILLE, VA	Previous registration
CARY STREET PARTNERS	Bd affiliated wealth	Jun 9, 2015	Sep 27, 2017	no	RICHMOND, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 15, 2003	Dec 24, 2008	no	RICHMOND, VA\|ST. LOUIS, MO\|GLEN ALLEN, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RESURGENT ADVISORS	ST. GERMAIN INVESTMENT MANAGEMENT	May 4, 2020	May 17, 2022	743	Firm change after gap	RIA to RIA
ENCOMPASS FINANCIAL ADVISORS LLC	RESURGENT ADVISORS	Dec 31, 2019	Dec 13, 2019	-18	Firm change	Other
GORDON LONG CAPITAL, LLC	ENCOMPASS FINANCIAL ADVISORS LLC	Mar 18, 2019	Nov 21, 2019	248	Firm change	Other
CARY STREET PARTNERS	GORDON LONG CAPITAL, LLC	Sep 27, 2017	Sep 27, 2017	0	Firm change	Other
WELLS FARGO ADVISORS	CARY STREET PARTNERS	Dec 24, 2008	Jun 9, 2015	2,358	Firm change after gap	Other

Relationships

Registered with (6)

→ ST. GERMAIN INVESTMENT MANAGEMENTRegistered adviserregistration: current employment
May 17, 2022 to presentfactForm ADV
→ RESURGENT ADVISORSRegistered adviserregistration: previous registration
Dec 13, 2019 to May 4, 2020factForm ADV
→ ENCOMPASS FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Nov 21, 2019 to Dec 31, 2019factForm ADV
→ GORDON LONG CAPITAL, LLCRegistered adviserregistration: previous registration
Sep 27, 2017 to Mar 18, 2019factForm ADV
→ CARY STREET PARTNERSRegistered adviserregistration: previous registration
Jun 9, 2015 to Sep 27, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 15, 2003 to Dec 24, 2008factForm ADV

Dated events

No dated event names this entity yet.