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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-19 |
| OH | RA | APPROVED | 2017-11-22 |
Branch Locations
8044 Montgomery Road Suite 620, Cincinnati, OH 45236 • United States
Loveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Cincinnati | OH | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 11/2016 | 09/2017 |
| Mass Mutual Life Insurance Company | Cincinnati | OH | 09/2017 | Present |
| Mml Investors Services, Llc | Cincinnati | OH | 09/2017 | Present |
| Potter Companies, Llc | Loveland | OH | 08/2017 | Present |
1) Name: Potter Companies, LLC nv rel: N Add: Residential Nature: Retail Sales-Fitness marketing Position: Owner Start date: 8/2017 No. HR/MO: 20 No. HR/MO during sec trading: 0 Describe duties: Fitness marketing. Create, market, and distribute product. Create and sell badges for defined-fitness criteria (2) Name: Matt Potter nv rel: N Add: Residential Nature: Other - Entertainer - sporadic bookings as actor, comedian, and musician. Position: Ownership Start date: 06/19/2019 No. HR/MO: 2 No. HR/MO during sec trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
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