ERIK MATTHEW POTTS is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with SUMMIT WEALTH GROUP LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT WEALTH GROUP LLC | 2021-01-04 | present | Yes |
| PANORAMA WEALTH STRATEGIES, LLC | 2017-01-01 | 2020-12-31 | — |
| PANORAMA WEALTH STRATEGIES, LLC | 2014-09-22 | 2016-12-31 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2014-08-27 | 2020-01-24 | — |
| MARINER MANAGED ACCOUNT SOLUTIONS, LLC | 2010-09-16 | 2014-08-28 | — |
| NEW ENGLAND SECURITIES | 2008-02-19 | 2014-09-03 | — |