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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

BRYAN DOMINIC POTACCO

Advisor at TRUIST ADVISORY SERVICES, INC.

PALMETTO, FL

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Search this name across graphsid dfx:ria:90c1ddda-02a4-d855-8418-880704d66cec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 23, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 16, 2015
First registration: Jun 23, 2015
Dual registered: yes, broker-dealer
Other names: BRYAN POTACCO|BRYAN DOMINIC POTACCO
IAPD individual key: 6311553

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Apr 5, 2022	n/a	yes	PALMETTO, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 12, 2017	Apr 5, 2022	no	ST. PETERSBURG, FL	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Dec 15, 2015	Jan 23, 2017	no	FORT WORTH, TX	Previous registration
FIRST COMMAND FINANCIAL PLANNING, INC.	Former SEC adviser	Jun 23, 2015	Dec 15, 2015	no	Tampa, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	TRUIST ADVISORY SERVICES, INC.	Apr 5, 2022	Apr 5, 2022	0	Firm change	Ibd to ibd
FIRST COMMAND ADVISORY SERVICES	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 23, 2017	Apr 12, 2017	79	Firm change	Other
FIRST COMMAND FINANCIAL PLANNING, INC.	FIRST COMMAND ADVISORY SERVICES	Dec 15, 2015	Dec 15, 2015	0	Bulk transfer	Other

Relationships

Registered with (4)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Apr 5, 2022 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Apr 12, 2017 to Apr 5, 2022factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 15, 2015 to Jan 23, 2017factForm ADV
→ FIRST COMMAND FINANCIAL PLANNING, INC.Registered adviserregistration: previous registration
Jun 23, 2015 to Dec 15, 2015factForm ADV

Dated events

Occurred
Apr 5, 2022
Advisor changed firm
Bryan Dominic Potacco left Raymond James Financial Services Advisors, Inc for Truist Advisory Services, Inc. (registered 2022-04-05)
Form ADVobserved 6 days ago