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Jacob Raymond Potts

Dinuzzo Private Wealth, Inc.

Beaver, PA

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Current Employers
Dinuzzo Private Wealth, Inc.

1501 3Rd St., Beaver, PA 15009 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-10-23
PA RA APPROVED 2016-08-05
  • TX RA
    APPROVED
    Since 2020-10-23
  • PA RA
    APPROVED
    Since 2016-08-05

Branch Locations

1501 3Rd St., Beaver, PA 15009 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dinuzzo Private Wealth, Inc. Beaver PA 08/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-05
  • S65 Uniform Investment Adviser Law Examination
    2016-08-05
Designations

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · BEAVER, PA
JANNEY MONTGOMERY SCOTT LLC · BEAVER, PA
CATLIN FINANCIAL, LLC · BEAVER, PA
LPL FINANCIAL LLC · BEAVER, PA
WESBANCO SECURITIES, INC. · Beaver, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Beaver, PA
MCHENRY INVESTMENTS, LLC · BEAVER, PA
WELLS FARGO CLEARING SERVICES, LLC · BEAVER, PA

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