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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-04-05 |
Branch Locations
11330 Vanstory Dr, Huntersville, NC 28078 • United States
15720 Brixham Hill Ave Ste 300, Charlotte, NC 28277 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Planning Corporation | Greensboro | NC | 01/2016 | 03/2024 |
| The Potter Law Firm | Charlotte | NC | 09/2012 | Present |
| Integrity Advisory Solutions | Charlotte | NC | 04/2024 | Present |
1) American Academy Wealth; Investment Related; 15720 Brixham Hill Ave, Ste 300, Charlotte, NC 28277; Investment Advisor; IAR; 04/05/2024; 0 hours per month; 0 hourd during secuiry hours; Meeting with clients to provide financial planning and investment advice. 2) Pamela H Potter PC; Not Investment Related; 15720 Brixham Hill Ave, Ste 300, Charlotte, NC 28277; Estate Planning; Attorney; 12/01/2008; 150 hours per month; 125 hours during security hours; Estate planning and elder law services, estate and trust tax return preparation, overseeing paralegal staff. 3) Potter Wealth Planning LLC; Investment Related; 15720 Brixham Hill Ave, Ste 300, Charlotte, NC 28277; DBA for securities; President/Owner; 02/27/2024; 32 hours per month; 32 hours during securiy hours; providing financial and investment advice and services. 4) Health and Life Insurance Agent under Potter Wealth Planning LLC; Investment Related; 15720 Brixham Hill Ave, Ste 300, Charlotte, NC 28277; Life Insurance Agent; Life Insurance Agent; 03/01/2025; 5 hours per month; 5 hours during security hours; Assist clients in assessing existing life insurance and purchasing new or replacement policies. 5) NC CHAPTER OF NAELA; NOT INVESTMENT RELATED; 15720 Brixham Hill Ave Ste 300, Charlotte NC 28277; The purpose of the chapter is to promote elder law education and the provision of quality elder law services in NC; Board Member; 01/01/2024; 10 hours per month; 10 hours during security hours; Vice-president in 2026, President in 2027, Board members are primarily responsible for organizing elder law education programs and networking opportunities for attorneys
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-09 |
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