Joshua Lee Potter is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with PNC WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| PNC WEALTH MANAGEMENT | 2026-01-23 | present | Yes |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2025-03-14 | 2026-01-23 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-05-11 | 2025-03-17 | — |
| PNC WEALTH MANAGEMENT | 2021-12-08 | 2023-04-11 | — |
| CITIZENS SECURITIES, INC. | 2020-02-27 | 2021-11-17 | — |