Matthew John Robert Potter is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with ALLWORTH FINANCIAL, L.P..
| Firm | From | To | Current |
|---|---|---|---|
| ALLWORTH FINANCIAL, L.P. | 2025-05-30 | present | Yes |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 2024-06-06 | 2025-09-12 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2022-01-15 | 2024-06-11 | — |
| CHARLES SCHWAB & CO., INC. | 2019-01-01 | 2023-03-28 | — |