Potter, Matthew

C18

IAR CRD 7492910·Industry start 2024-02-06

Identity

Legal name

Potter, Matthew

CRD

7492910

NPN

—

Career

Previous employments

—

Current branches

LPL FINANCIAL LLC

IWEALTH

Designations

—

Education

—

BrokerCheck signals

Industry start

2024-02-06

Est. age

24

Age confidence

—

Est. birth year

2002

BC active

Yes

IA active

Yes

Disclosures

No

Private residence

No

Firm affiliations

1

IWEALTH FINANCIAL, LLC

IAR · Executive Officer · 2.5% ownership