# Daniel Potocki

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2024-09-16 | present | Yes |
| [EMPOWER ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/112058) | 2024-02-05 | 2024-08-06 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2022-03-06 | 2023-12-04 | — |
| [THE HUNTINGTON INVESTMENT COMPANY](https://search.stillhousedata.com/firm/16986) | 2021-10-14 | 2022-02-10 | — |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2019-06-13 | 2021-10-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6852661)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6852661.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.