Melissa Carpenter Potter is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2024-11-01 | present | Yes |
| EQUITABLE ADVISORS, LLC | 2024-08-26 | 2024-09-10 | — |