Inactive

Gabriel George Potter

Overland Park, KS

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Current Employers

Onedigital

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-01-01

NY RA
APPROVED

Since 2025-01-01

Branch Locations

Rochester, NY • United States

11 Centre Park Suite 303, Rochester, NY 14614 • United States

11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Onedigital Investment Advisors Llc (Westminster Consulting)	Overland Park	KS	04/2011	Present

04/2011 → Present

Onedigital Investment Advisors Llc (Westminster Consulting)

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-30
S66	Uniform Combined State Law Examination	2007-07-20

S65 Uniform Investment Adviser Law Examination

2024-12-30
S66 Uniform Combined State Law Examination

2007-07-20

Other Names

Gabriel G Potter

View on SEC IAPD

Other Firms

COMMONWEALTH FINANCIAL NETWORK

OSAIC WEALTH, INC.

EDELMAN FINANCIAL ENGINES

RISE ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

Other Investors

THERESA CLARE KENYON

JAMES HAROLD HARMAN

GEORGIANN VALLEE COLLINS

NICHOLAS J TAGLIARINO

HEATHER LYNN LUCAS

CHAD ROBERT JACOB

JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY

COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY

NOVEM GROUP · ROCHESTER, NY

OSAIC WEALTH, INC. · ROCHESTER, NY

EDELMAN FINANCIAL ENGINES · ROCHESTER, NY

RISE ADVISORS, LLC · ROCHESTER, NY

UBS FINANCIAL SERVICES INC. · ROCHESTER, NY

MARINER · Rochester, NY

More in Rochester, NY

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