Matthew V Poteete

Current Employers

Employment History

• 12/2013 → 11/2016
  Wells Fargo Advisors, Llc.
  Franklin, TN
• 12/2013 → 01/2021
  Wells Fargo Bank Na
  Franklin, TN
• 11/2016 → 01/2021
  Wells Fargo Clearing Services, Llc
  Franklin, TN
• 01/2021 → Present
  Ameriprise Financial Services, Llc
  Woodbridge, VA

Previous Registrations

• 2013-12-11 → 2021-01-15
  Wells Fargo Clearing Services, Llc
  Birmingham, AL
  Franklin, TN
  Birmingham, AL
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO
  Denver, CO
  Aurora, CO
  Arlington, VA
  Mclean, VA
  Aurora, CO
  Greenwood Village, CO
• 2013-08-15 → 2013-12-06
  Principal Securities, Inc.
  Brentwood, TN
• 2012-04-02 → 2012-09-19
  Invest Financial Corporation
  Nashville, TN
  Duluth, GA
• 2010-05-21 → 2012-02-23
  New England Securities
  Brentwood, TN
• 2009-10-30 → 2010-04-16
  Waddell & Reed
  Brentwood, TN
  Nashville, TN

Other Businesses

Outside Employment; Certainty of the Uncertainty, LLC; Employee of legal entity; compensation received from an advisor owned entity established to manage the practice.; 2901 Telestar CT, suite 455, Falls Church, VA, 22192; Investment-Related; 08/21/2024; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-29

Other Names

• Matthew Poteete
• Matt Poteete
• Matthew Van Poteete
• Matthew V Poteete