Donna Jean Potter is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2022-10-21 | present | Yes |
| LPL FINANCIAL LLC | 2017-11-20 | 2022-10-10 | — |
| CITIZENS SECURITIES, INC. | 2015-11-24 | 2017-11-17 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2014-06-09 | 2015-02-11 | — |
| WESTPORT RESOURCES MANAGEMENT INC | 2014-02-20 | 2014-06-10 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2012-05-21 | 2013-03-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2009-10-23 | 2012-04-16 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2007-01-22 | 2009-10-23 | — |
| NEWALLIANCE INVESTMENTS, INC. | 2005-01-19 | 2006-07-17 | — |