JAMES ROBERT POTEET is an investment adviser representative (IAR) with state registration records since 2004, appearing at 8 firms. Currently registered with VANGUARD ADVISERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| VANGUARD ADVISERS, INC. | 2014-05-05 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2014-01-21 | 2014-03-24 | — |
| CETERA INVESTMENT SERVICES LLC | 2013-02-11 | 2014-01-21 | — |
| MSI FINANCIAL SERVICES, INC. | 2011-02-23 | 2011-09-26 | — |
| LPL FINANCIAL LLC | 2009-06-02 | 2009-11-11 | — |
| CHASE INVESTMENT SERVICES CORP. | 2007-03-23 | 2009-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-04-05 | 2006-12-18 | — |
| WADDELL & REED | 2004-07-20 | 2005-02-07 | — |