Steven Potwin is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CITIZENS SECURITIES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIZENS SECURITIES, INC. | 2024-03-21 | present | Yes |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC | 2023-05-25 | 2024-02-09 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2022-08-19 | 2023-04-21 | — |
| CITIZENS SECURITIES, INC. | 2018-07-02 | 2021-08-23 | — |