DANIEL DOUGLAS POTTER is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-06-11 | present | Yes |
| BUFFINGTON MOHR MCNEAL | 2022-10-21 | 2025-06-27 | — |