Melissa Carpenter Potter

Current Employers

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-02
NC	RA	APPROVED	2024-11-01

TX RA
APPROVED

Since 2025-01-02
NC RA
APPROVED

Since 2024-11-01

Branch Locations

8970-1 Nc Hwy 105 S, Boone, NC 28607 • United States

Newland, NC • 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

Organization	City	State	From	To
Equitable Advisors, Llc.	New York	NY	03/2024	09/2024
Alcova Mortgage	Boone	NC	01/2024	03/2024
New Peoples Bank	Boone	NC	11/2020	12/2023
First Community Bank	Boone	NC	01/2020	11/2020
Two Creeks Trees & Wreaths/Buster Daniels Family Tree Farm, Llc.	Newland	NC	10/2009	Present
Highlands Union Bank	Abingdon	VA	06/2016	12/2019
Alcova Mortgage	Boone	NC	01/2024	Present
Cambridge Investment Research, Inc.	Fairfield	IA	11/2024	Present
Cambridge Investment Research Advisors, Inc.	Fairfield	IA	11/2024	Present

03/2024 → 09/2024

Equitable Advisors, Llc.

New York, NY
01/2024 → 03/2024

Alcova Mortgage

Boone, NC
11/2020 → 12/2023

New Peoples Bank

Boone, NC
01/2020 → 11/2020

First Community Bank

Boone, NC
10/2009 → Present

Two Creeks Trees & Wreaths/Buster Daniels Family Tree Farm, Llc.

Newland, NC
06/2016 → 12/2019

Highlands Union Bank

Abingdon, VA
01/2024 → Present

Alcova Mortgage

Boone, NC
11/2024 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
11/2024 → Present

Cambridge Investment Research Advisors, Inc.

Fairfield, IA

Previous Registrations

2024-08-26 → 2024-09-10

Equitable Advisors, Llc

Charlotte, NC

Other Businesses

1. MELISSA C POTTER/FOSCOE FINANCIAL SERVICES, 8970-1 NC Hwy 105 South, Boone NC 28607, United States, 09/17/2024, Owner, Referrals, NIR, 10 HR/MO - 10 HR/MO TRADING 2. BUSTER DANIELS FAMILY TREE FARM, LLC DBA TWO CREEKS TREES & WREATHS, 94 Little Plumtree Creek Rd, Newland NC 28657, United States, 09/01/2009, Owner, Agriculture, NIR, 10 HR/MO - 0 HR/MO TRADING 3. ALCOVA MORTGAGE, 8968 NC Hwy 105 South, Boone NC 28607, United States, 02/01/2024, W2 Employee, Notary NIR, 120 HR/MO - 30 HR/MO TRADING 4. BUSTER DANIELS FAMILY TREE FARM, LLC DBA TWO CREEKS TREES & WREATHS, 94 Little Plumtree Creek Rd, Newland NC 28657, United States, 09/01/2009, Owner, Agriculture, NIR, 10 HR/MO - 0 HR/MO TRADING 5. ALCOVA MORTGAGE, 8968 NC Hwy 105 South, Boone NC 28607, United States, 02/01/2024, W2 Employee, Notary, NIR, 120 HR/MO - 30 HR/MO TRADING 6. CIRA, 1776 Pleasant Plain Rd., Fairfield IA 52556, 11/2024, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING 7. SMARTPRO FINANCIAL, 8970-1 NC Hwy 105 South, Boone NC 28607, United States, 11/01/2024, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-03-27

S66 Uniform Combined State Law Examination

2024-03-27

Other Names

Melissa Potter
Melissa Carpenter Potter
Melissa Dawn Carpenter

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