# Matthew V Poteete

Matthew V Poteete is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2021-01-13 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-12-11 | 2021-01-15 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2013-08-15 | 2013-12-06 | — |
| [INVEST FINANCIAL CORPORATION](https://search.stillhousedata.com/firm/12984) | 2012-04-02 | 2012-09-19 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2010-05-21 | 2012-02-23 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2009-10-30 | 2010-04-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5652371)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5652371.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.