Best Investors Account Sign in

Matthew John Robert Potter

Allworth Financial, L.P.

Indianapolis, IN

Folsom, CA

Claim This Profile
Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-30
  • IN RA
    APPROVED
    Since 2025-05-30

Branch Locations

8801 River Crossing Blvd Suite 100, Indianapolis, IN 46240 • United States

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • 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
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Indianapolis IN 03/2016 05/2024
Schwab Wealth Advisory Inc Indianapolis IN 01/2022 05/2024
Sheaff Brock Investment Advisors, Llc Indianapolis IN 06/2024 09/2025
Aw Securities Indianapolis IN 05/2025 Present
Allworth Financial Indianapolis IN 05/2025 Present
  • 03/2016 → 05/2024
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2022 → 05/2024
    Schwab Wealth Advisory Inc
    Indianapolis, IN
  • 06/2024 → 09/2025
    Sheaff Brock Investment Advisors, Llc
    Indianapolis, IN
  • 05/2025 → Present
    Aw Securities
    Indianapolis, IN
  • 05/2025 → Present
    Allworth Financial
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-31
S63 Uniform Securities Agent State Law Examination 2016-08-19
  • S66 Uniform Combined State Law Examination
    2018-12-31
  • S63 Uniform Securities Agent State Law Examination
    2016-08-19
Other Names
  • Matt Potter

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor