Brian Kenneth Potok

Current Employers

Employment History

• 09/2013 → 10/2017
  Centurion Capital Group, Inc.
  Concord, CA
• 12/2015 → 10/2017
  Assetmark Brokerage, Llc
  Windham, NH
• 10/2017 → 02/2018
  Unemployed
  Trumbull, CT
• 02/2018 → 06/2021
  Voya Financial Advisors, Inc.
  Fairfield, CT
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-27 → 2021-06-09
  Voya Financial Advisors, Inc.
  Trumbull, CT
  Glastonbury, CT
  Fairfield, CT
  Windsor, CT
• 2008-07-31 → 2017-11-16
  Assetmark, Inc.
  Trumbull, CT
  Concord, CA
• 2006-04-20 → 2008-08-01
  Genworth Financial Asset Management, Inc
  Stamford, CT
• 2004-08-03 → 2006-03-30
  Cetera Investment Advisers Llc
  Stamford, CT

Other Businesses

NAME OF ENTITY:RETIREMENT INCOME RESOUCES, LLC; Yes; 1275 POST ROAD SUITE A17; FAIRCHILD; CT; 06824; FINANCIAL SERVICES/DBA; INVESTMENT ADVISOR; 2/20/2018; 150; 125; DBA FOR SALE OF SECURITIES PRODUCTS| NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 07/01/2019 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS - LTC

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-11-26

Designations