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190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-06-12 |
| CO | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED_RES | 2024-06-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Atlas Private Wealth Management, Llc | Albany | NY | 11/2015 | 08/2023 |
| Atlas Private Wealth Management, Llc | Albany | NY | 09/2023 | 05/2024 |
| Focus Partners Wealth, Llc | Boston | MA | 06/2024 | Present |
Since August 2017, Mr. Potterton has occasionally assisted with the sale of real estate on a consultative basis as an independent contractor for various companies including but not limited to American Land and Lakes and Premier Texas Ranch Sales, each with an address at 5037 Ringwood Mdw, Suite G, Sarasota, FL 34235 and Lakewood Ranches LLC and Lakewood Ranch Inc., each with an address at 5210 Paylor Lane, Sarasota, FL 34240. This activity is not investment related and his participation in such does not present a material conflict of interest. On average during a period when he is consulting, Mr. Potterton could devote approximately (1) no time during securities trading hours and (2) 11-20 non-business hours per month to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-28 |
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