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James Robert Potter

Brock Hill Wealth Management

Newton, MA

Bourne3, MA

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Current Employers
Brock Hill Wealth Management

Newton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2024-01-10
  • MA RA
    APPROVED_RES
    Since 2024-01-10

Branch Locations

Newton, MA • United States

Bourne3, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Awh Financial, Llc Bala Cynwyd PA 03/2023 Present
Potter & Szabo Cpa Pc Framingham AL 01/2022 Present
James R. Potter Cpa Pc Framingham MA 01/1995 12/2021
  • 03/2023 → Present
    Awh Financial, Llc
    Bala Cynwyd, PA
  • 01/2022 → Present
    Potter & Szabo Cpa Pc
    Framingham, AL
  • 01/1995 → 12/2021
    James R. Potter Cpa Pc
    Framingham, MA
Previous Registrations
Other Businesses

Potter & Szabo CPA PC

View on SEC IAPD

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