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Detailed Report
BRYAN DOMINIC POTACCO
BRYAN POTACCO
CRD#: 6311553
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 401 E JACKSON ST
FL 19
TAMPA, FL 33602
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 401 E JACKSON ST
FL 20
TAMPA, FL 33602
Registration History
2015201620172018201920202021202220232024202520262 FIRMS2015 - 2017 (1 year)2 FIRMS2017 - 2022 (5 years)2 FIRMS2022 - Present (3 years)IAFIRST COMMAND FINANCIAL PLANNI... (CRD# 3641)2015 - 2015 (<1 year)
License(s)

State Registrations

B
Florida 3/24/2022
IA
Florida 4/5/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
401 E JACKSON ST FL 19, TAMPA, FL 33602
Registered with this firm since 4/5/2022
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
401 E JACKSON ST FL 20, TAMPA, FL 33602
SAFETY HARBOR, FL
Registered with this firm since 3/24/2022
Previous Registration(s)
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IA
 04/12/2017 - 04/05/2022 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC (CRD#:149018) ST. PETERSBURG, FL
B
 02/24/2017 - 04/05/2022 RAYMOND JAMES FINANCIAL SERVICES, INC. (CRD#:6694) ST PETERSBURG, FL
IA
 12/15/2015 - 01/23/2017 FIRST COMMAND ADVISORY SERVICES (CRD#:281958) FORT WORTH, TX
B
 05/12/2015 - 01/23/2017 FIRST COMMAND FINANCIAL PLANNING, INC. (CRD#:3641) TAMPA, FL
IA
 06/23/2015 - 12/15/2015 FIRST COMMAND FINANCIAL PLANNING, INC. (CRD#:3641) TAMPA, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.