Erik Matthew Potts

Current Employers

Employment History

• 08/2014 → 01/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2014 → 01/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2014 → 12/2020
  Panorama Wealth Strategies, Llc
  Exeter, MA
• 01/2020 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2021 → Present
  Summit Wealth Group Llc
  White River Junction, VT

Previous Registrations

• 2017-01-01 → 2020-12-31
  Panorama Wealth Strategies, Llc
  Exeter, NH
• 2014-08-27 → 2020-01-24
  Cambridge Investment Research Advisors, Inc.
  Exeter, NH
• 2014-09-22 → 2016-12-31
  Panorama Wealth Strategies, Llc
  Exeter, NH
• 2008-02-19 → 2014-09-03
  New England Securities
  Exeter, NH
  Boston, MA
  Salem, NH
  Wakefield, MA
  Portsmouth, NH
• 2010-09-16 → 2014-08-28
  Mariner
  Overland Park,, KS

Other Businesses

1) SUMMIT WEALTH GROUP LLC. INVESTMENT RELATED. 20B HAMPTON RD, EXETER, NH 03833. INSURANCE. PRINCIPAL/INVESTMENT ADVISER REPRESENTATIVE. 01-01-2021. 120 HOURS PER WEEK/60 HOURS DURING TRADING. SAME ADDRESS INSURANCE AGENT/BROKER. 04-01-2003. 40 HOURS PER MONTH/8 HOURS DURING TRADING. INDEPENDENT INSURANCE AGENT. 2) RENAISSANCE AUTO WHOLESALE. NOT INVESTMENT RELATED. 82A EXETER RD, NEWMARKET, NH 03857. AUTO DEALERSHIP. OWNER. 03-01-2003. 7 HOURS PER MONTH/0 DURING TRADING. OWNER AND MANAGEMENT. 3) APEX AVIATION. NOT INVESTMENT RELATED. 20B HAMPTON RD, EXETER, NH 03833. AVIATION. MANAGER. 10-01-2016. 8 HOURS PER MONTH/0 DURING TRADING. HOLDS THE TITLE TO A PLANE FOR OWNERSHIP AND LIABILITY REASONS. 4) OCEANS EDGE REAL ESTATE. NOT INVESTMENT RELATED. PO BOX 1135, RYE, NH 03870. REAL ESTATE. REALTOR. 02-01-2004. 2 HOURS PER MONTH/0 DURING TRADING. ACTS IN REALTOR CAPACITY FOR FRIENDS, FAMILY AND PERSONAL TRANSACTIONS. 5) HANGAR 14 LLC. NOT INVESTMENT RELATED. 20B HAMPTON RD, EXETER, NH 03833.REAL ESTATE. MANAGER. 10-01-2016. 1 HOUR PER MONTH/0 DURING TRADING. HANGAR LLC HOLDS THE TITLE TO AN AIRPLANE HANGER IN PORTSMOUTH, NH. 6) SKYFALL LLC. NOT INVESTMENT RELATED. 20B HAMPTON RD, EXETER, NH 03833. MANAGEMENT/HOLDINGS OF REAL ESTATE. MANAGER. 05-08-2017. 1 HOUR PER MONTH/0 DURING TRADING. MANAGING OF REAL ESTATE. PAID BY RENT. 7) 20B HAMPTON RD LLC. NOT INVESTMENT RELATED. 20B HAMPTON RD, EXETER, NH 03833. REAL ESTATE HOLDING COMPANY. OWNER. 07-01-2014. 2 HOURS PER MONTH/0 DURING TRADING. OWNS AND OPERATES COMMERCIAL CONDOS. HE MANAGES THE PROPERTY. 8) FIXED INSURANCE. NOT INVESTMENT RELATED. 20B HAMPTON RD, EXETER, NH 03833. SELLING INSURANCE PRODUCTS. 04-01-2003. 40 HOURS PER MONTH/8 DURING TRADING. SELLS INSURANCE PRODUCTS TO CLIENTS. 9)Panorama Wealth Strategies, LLC. Not Investment Related. At Registered Location. Pass-Through Entity for Tax Reporting. Owner. 1/1/2023. 0 Hrs/Mo and During Trading. Simply a Flow-Through Entity With No Real Duties.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-14
• S63 Uniform Securities Agent State Law Examination
  2003-03-06

Designations

Other Names

• Erik Potts
• Erik M Potts