Invested Better
Unclaimed

Unclaimed

Unclaimed

Dean Bruce Potashner

Summit Securities Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dean? Claim Your Profile

About Dean Bruce Potashner

Dean Potashner is a financial professional with over 15 years of experience in the securities industry. Dean currently works at Summit Securities Group LLC, where he has been registered since September 2013. Prior to his current role, Dean has held positions at VTRADER PRO, LLC, GARGOYLE STRATEGIC INVESTMENTS L.L.C., DC TRADING PARTNERS L.L.C., and LOMAX TRADING L.L.C.

Firm Information

Dean Potashner is currently registered with Summit Securities Group LLC. Summit Securities Group LLC is a Limited Liability Company formed on September 2, 2011. The firm has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dean Potashner’s Registration & Firm History

NY

09/05/2013 - Present

Summit Securities Group LLC (NEW YORK NY)

CA

02/23/2011 - 09/29/2011

VTRADER PRO, LLC (SAN FRANCISCO CA)

NJ

12/05/2007 - 11/13/2009

GARGOYLE STRATEGIC INVESTMENTS L.L.C. (ENGLEWOOD NJ)

NY

04/26/2005 - 06/29/2007

DC TRADING PARTNERS L.L.C. (NEW YORK NY)

NY

09/26/2003 - 04/28/2005

LOMAX TRADING L.L.C. (NEW YORK NY)

Not sure if Dean Bruce Potashner is right for you?

Licenses & Designations

BC

Issued 08/19/2013

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Dean Bruce Potashner.
Not sure if Dean Bruce Potashner is right for you?