MATTHEW KYLE POTTER is an investment adviser representative (IAR) with state registration records since 2018, appearing at 2 firms. Currently registered with WHITEROCK WEALTH DESIGN, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WHITEROCK WEALTH DESIGN, LLC | 2026-06-04 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2018-10-11 | 2026-06-12 | — |