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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-10-27 |
Branch Locations
108 Grove Street Suite 306, Worcester, MA 01605 • United States
Holden, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Digital Equipment Corporation | Stow | MA | 06/1987 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2014 | Present |
| Larson, Potter, Stratton & Cote Financial | Worcester | MA | 04/2018 | Present |
1. FIXED INSURANCE SALES, JOHN POTTER; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION. 2. Owner, Potter Wealth Management, Inc., as of 01/01/2025, Located at Worcester, MA, 0% time spent during business hours, Conducted at branch location, Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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