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Evan Potter

Rockefeller Financial LLC

Chesterfield, MO

Dallas, TX

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-22
MO RA APPROVED 2026-04-21
  • TX RA
    APPROVED
    Since 2026-04-22
  • MO RA
    APPROVED
    Since 2026-04-21

Branch Locations

16090 Swingley Ridge Road, Chesterfield, MO 63017 • United States

300 Crescent Court Suite 1450, Dallas, TX 75201 • 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
Rockefeller Financial Llc Chesterfield MO 10/2025 Present
University Of Illinois At Urbana-Champaign Champaign IL 08/2021 05/2025
Unemployed Ofallon IL 05/2025 10/2025
O'FAllon Township High School O'FAllon IL 08/2017 05/2021
Carriel Middle School O'FAllon IL 01/2016 05/2017
  • 10/2025 → Present
    Rockefeller Financial Llc
    Chesterfield, MO
  • 08/2021 → 05/2025
    University Of Illinois At Urbana-Champaign
    Champaign, IL
  • 05/2025 → 10/2025
    Unemployed
    Ofallon, IL
  • 08/2017 → 05/2021
    O'FAllon Township High School
    O'FAllon, IL
  • 01/2016 → 05/2017
    Carriel Middle School
    O'FAllon, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-20
  • S66 Uniform Combined State Law Examination
    2026-04-20

View on SEC IAPD

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Other Investors

MICHAEL CHRISTOPHER CARROLL
KERRY D ROGERS
MATTHEW EDWARD FITZGERALD
PATRICK DONLAN
JAMES MATTHEW MUCCIGROSSO
Jason Alan Cummings
Thomas Christopher Self
JACOB DANIEL STANSFIELD

Other Offices

CARROLL WEALTH MANAGEMENT INC. · CHESTERFIELD, MO
PRINCIPAL SECURITIES, INC. · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO
SMITH, MOORE & CO. · CHESTERFIELD, MO
EDWARD JONES · Chesterfield, MO
IMPACT PARTNERSHIP WEALTH, LLC · Chesterfield, MO
MBM WEALTH CONSULTANTS, LLC · CHESTERFIELD, MO
LPL FINANCIAL LLC · CHESTERFIELD, MO

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