DAVID POTTER WOLFENSPERGER is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with STEWART WEALTH MANAGEMENT, INC..
| Firm | From | To | Current |
|---|---|---|---|
| STEWART WEALTH MANAGEMENT, INC. | 2025-11-17 | present | Yes |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2010-09-29 | 2012-12-18 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2005-08-12 | 2006-03-13 | — |
| A. G. EDWARDS & SONS, INC. | 2004-03-10 | 2005-07-19 | — |
| UBS FINANCIAL SERVICES INC. | 2001-03-02 | 2003-03-10 | — |