Best Investors Account Sign in

Daniel James Potosky

Mdt Advisers, A Division Of Federated Mdta LLC

Irwin, PA

Boston, MA

Pittsburgh, PA

Federated Securities Corp.

Pittsburgh, PA

Irwin, PA

Federated Investment Counseling

Irwin, PA

Pittsburgh, PA

Federated Global Investment Management Corp.

Irwin, PA

New York, NY

Pittsburgh, PA

Claim This Profile
Current Employers
Mdt Advisers, A Division Of Federated Mdta Llc

125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-03
IL RA APPROVED 2024-06-27
NY RA APPROVED 2024-06-27
TX RA APPROVED 2024-06-27
  • MA RA
    APPROVED
    Since 2024-07-03
  • IL RA
    APPROVED
    Since 2024-06-27
  • NY RA
    APPROVED
    Since 2024-06-27
  • TX RA
    APPROVED
    Since 2024-06-27

Branch Locations

Irwin, PA • United States

125 High Street Oliver Street Tower, 21St Floor, Boston, MA 02110 • United States

1001 Liberty Avenue, Pittsburgh, PA 15222 • United States

Federated Securities Corp.

1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-27
NY RA APPROVED 2024-06-27
TX RA APPROVED 2024-06-27
PA RA APPROVED 2024-04-23
  • IL RA
    APPROVED
    Since 2024-06-27
  • NY RA
    APPROVED
    Since 2024-06-27
  • TX RA
    APPROVED
    Since 2024-06-27
  • PA RA
    APPROVED
    Since 2024-04-23

Branch Locations

1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States

Irwin, PA • United States

Federated Investment Counseling

1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-27
NY RA APPROVED 2024-06-27
PA RA APPROVED 2024-06-27
TX RA APPROVED 2024-06-27
  • IL RA
    APPROVED
    Since 2024-06-27
  • NY RA
    APPROVED
    Since 2024-06-27
  • PA RA
    APPROVED
    Since 2024-06-27
  • TX RA
    APPROVED
    Since 2024-06-27

Branch Locations

Irwin, PA • United States

1001 Liberty Avenue, Pittsburgh, PA 15222-3779 • United States

Federated Global Investment Management Corp.

101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-27
NY RA APPROVED 2024-06-27
TX RA APPROVED 2024-06-27
  • IL RA
    APPROVED
    Since 2024-06-27
  • NY RA
    APPROVED
    Since 2024-06-27
  • TX RA
    APPROVED
    Since 2024-06-27

Branch Locations

Irwin, PA • United States

101 Park Avenue Suite 4100, New York, NY 10178-0002 • United States

1001 Liberty Avenue, Pittsburgh, PA 15222 • 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
West Moreland County Community College Youngwood PA 08/2016 05/2017
Slippery Rock University Of Pennsylvania Slippery Rock PA 08/2017 05/2020
Federated Investors Pittsburgh PA 05/2019 08/2019
Federated Investors Pittsburgh PA 05/2018 05/2018
Yts Wealth Management (Lincoln Financial Securities) Export PA 06/2020 10/2020
Yts Wealth Management (Lpl Financial) Export PA 06/2020 10/2020
Lpl Financial, Llc Export PA 06/2020 10/2020
Prime Line Capital Charlotte NC 03/2021 09/2022
Revolution Mortgage Charlotte NC 09/2022 Present
Federated Securities Corp. Pittsburgh PA 01/2024 Present
Federated Hermes Inc. Pittsburgh PA 01/2024 Present
Unemployed Charlotte NC 10/2020 03/2021
Federated Investment Counseling Pittsburgh PA 06/2024 Present
Federated Global Investment Management Corp. New York NY 06/2024 Present
Mdt Advisers, A Division Of Federated Mdta Llc Boston MA 06/2024 Present
  • 08/2016 → 05/2017
    West Moreland County Community College
    Youngwood, PA
  • 08/2017 → 05/2020
    Slippery Rock University Of Pennsylvania
    Slippery Rock, PA
  • 05/2019 → 08/2019
    Federated Investors
    Pittsburgh, PA
  • 05/2018 → 05/2018
    Federated Investors
    Pittsburgh, PA
  • 06/2020 → 10/2020
    Yts Wealth Management (Lincoln Financial Securities)
    Export, PA
  • 06/2020 → 10/2020
    Yts Wealth Management (Lpl Financial)
    Export, PA
  • 06/2020 → 10/2020
    Lpl Financial, Llc
    Export, PA
  • 03/2021 → 09/2022
    Prime Line Capital
    Charlotte, NC
  • 09/2022 → Present
    Revolution Mortgage
    Charlotte, NC
  • 01/2024 → Present
    Federated Securities Corp.
    Pittsburgh, PA
  • 01/2024 → Present
    Federated Hermes Inc.
    Pittsburgh, PA
  • 10/2020 → 03/2021
    Unemployed
    Charlotte, NC
  • 06/2024 → Present
    Federated Investment Counseling
    Pittsburgh, PA
  • 06/2024 → Present
    Federated Global Investment Management Corp.
    New York, NY
  • 06/2024 → Present
    Mdt Advisers, A Division Of Federated Mdta Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
  • S66 Uniform Combined State Law Examination
    2024-04-18
Other Names
  • Daniel Potosky

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
DUNCAN FINANCIAL PLANNING ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
PNC WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.

Other Investors

Matthew William Wirtz
Garrett Britton
Wayne Washowich
Ryan Gene Sharrer
THOMAS EDWARD EAGLEHOUSE
BRIAN DAVID DUNCAN
JOHN MARSHALL DUNCAN
LARRY LUND QVISTGAARD

Other Offices

EDWARD JONES · IRWIN, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Irwin, PA
DUNCAN FINANCIAL PLANNING ADVISORS · IRWIN, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Irwin, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Irwin, PA
LPL ENTERPRISE, LLC · IRWIN, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · North Huntingdon, PA
PNC WEALTH MANAGEMENT LLC · NORTH HUNTINGDON, PA

More in Irwin, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor