Matthew Allan Potter is an investment adviser representative (IAR) with state registration records since 2019, appearing at 2 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-06-15 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-11-05 | 2026-06-15 | — |