# Joshua Lee Potter

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2026-01-23 | present | Yes |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2025-03-14 | 2026-01-23 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2023-05-11 | 2025-03-17 | — |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2021-12-08 | 2023-04-11 | — |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2020-02-27 | 2021-11-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6159020)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6159020.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.