# ERIK MATTHEW POTTS

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT WEALTH GROUP LLC](https://search.stillhousedata.com/firm/282205) | 2021-01-04 | present | Yes |
| [PANORAMA WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/172674) | 2017-01-01 | 2020-12-31 | — |
| [PANORAMA WEALTH STRATEGIES, LLC](https://search.stillhousedata.com/firm/172674) | 2014-09-22 | 2016-12-31 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2014-08-27 | 2020-01-24 | — |
| [MARINER MANAGED ACCOUNT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/151664) | 2010-09-16 | 2014-08-28 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2008-02-19 | 2014-09-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4635699)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4635699.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.