ROBERT BRUCE POTTER is an investment adviser representative (IAR) with state registration records since 1999, appearing at 2 firms. Currently registered with HEIRLOOM WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| HEIRLOOM WEALTH MANAGEMENT LLC | 2022-11-01 | present | Yes |
| POTTER FINANCIAL SOLUTIONS, INC. | 1999-01-01 | 2023-01-30 | — |