Daniel Potocki is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2024-09-16 | present | Yes |
| EMPOWER ADVISORY GROUP, LLC | 2024-02-05 | 2024-08-06 | — |
| CHARLES SCHWAB & CO., INC. | 2022-03-06 | 2023-12-04 | — |
| THE HUNTINGTON INVESTMENT COMPANY | 2021-10-14 | 2022-02-10 | — |
| CETERA INVESTMENT ADVISERS LLC | 2019-06-13 | 2021-10-13 | — |