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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-10-27
  • MA RA
    APPROVED
    Since 2014-10-27

Branch Locations

108 Grove Street Suite 306, Worcester, MA 01605 • United States

Holden, MA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/1987 → Present
    Digital Equipment Corporation
    Stow, MA
  • 10/2014 → Present
    Waltham, MA
  • 04/2018 → Present
    Larson, Potter, Stratton & Cote Financial
    Worcester, MA
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-05
  • S63 Uniform Securities Agent State Law Examination
    1994-12-05

View on SEC IAPD

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