# Steven Potwin

Steven Potwin is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with CITIZENS SECURITIES, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2024-03-21 | present | Yes |
| [NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC](https://search.stillhousedata.com/firm/2881) | 2023-05-25 | 2024-02-09 | — |
| [VALIC FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/42803) | 2022-08-19 | 2023-04-21 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2018-07-02 | 2021-08-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5015762)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5015762.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).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.