# JEFFREY DOUGLAS POTTER

JEFFREY DOUGLAS POTTER is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with RBC CAPITAL MARKETS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RBC CAPITAL MARKETS, LLC](https://search.stillhousedata.com/firm/31194) | 2025-05-30 | present | Yes |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2020-01-29 | 2025-06-24 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2012-06-11 | 2018-06-13 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2012-06-14 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2005-08-09 | 2009-06-01 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2002-11-11 | 2005-08-09 | — |
| [PRUDENTIAL EQUITY GROUP, LLC](https://search.stillhousedata.com/firm/7471) | 1997-11-07 | 2002-10-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2902522)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2902522.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
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