Austin Grant Potter

Current Employers

Employment History

• 08/2016 → 01/2019
  Plante Moran Financial Advisors
  Auburn Hills, MI
• 09/2020 → 06/2024
  Cwm, Llc
  Grand Rapids, MI
• 09/2020 → 03/2022
  Kanai Pettigrew Financial Group
  Grand Rapids, MI
• 01/2019 → 09/2020
  Self Employed
  Grand Rapids, MI
• 09/2020 → 08/2021
  Cetera Advisor Networks
  El Segundo, CA
• 08/2021 → 06/2024
  Cetera Advisor Networks
  El Segundo, CA
• 04/2022 → Present
  Stonebridge Financial Partners
  Grand Rapids, MI
• 06/2024 → Present
  Lpl Financial Llc
  Grand Rapids, MI
• 06/2024 → Present
  Newedge Advisors, Llc.
  New Orleans, LA

Previous Registrations

• 2020-09-22 → 2024-06-06
  Cwm, Llc
  Grand Rapids, MI
  Omaha, NE
  Grand Rapids, MI
  Troy, MI
• 2017-03-03 → 2018-10-01
  Plante Moran Financial Advisors
  Auburn Hills, MI

Other Businesses

1. 05/10/2024 - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 4/11/2024 - 10 Hrs/Mo; 1 Hr During Trading. 2. 05/23/2024 - Stonebridge Financial Partners - Inv Related - At reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/11/2024 - 80 Hrs/Mo; 4 Hrs During Trading. 3. 06/06/2024 - Stonebridge Financial Partners, LLC - DBA for NewEdge Advisors, LLC (RIA) - Investment Related - Investment Advisor Representative - 100% of time is devoted to this activity during trading hours - at reported business location. 4. 06/13/2024 - Newedge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor. 5. 06/13/2024 - Newedge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 6/1/2024 - 80 Hrs/Mo; 4 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-06
• S65 Uniform Investment Adviser Law Examination
  2017-03-03

Designations

Other Names

• Austin Grant Potter