Matthew Potter has been an investment adviser representative at WhiteRock Wealth Design since June 2026, and is not listed among the firm’s executive officers or direct owners.
Whiterock Wealth Design, LLC is a Fayetteville, AR firm with $633M under management, 739 clients and 7 advisers in one office, as of its August 2026 filing.
Matthew Potter’s longest registration was 7 years at Raymond James Financial Services Advisors, Inc (2018–2026). Before joining WhiteRock Wealth Design in 2026, Matthew Potter was registered through Raymond James Financial Services Advisors, Inc.
- Whiterock Wealth Design, LLCCurrent– present · under a yearFayetteville, AR · Adviser representative · Firm CRD 342236
- Raymond James Financial Services Advisors, Inc– · 7 yearsFayetteville, AR · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Matthew Potter is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- ArkansasSince 4 June 2026
- TexasSince 4 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 September 2018 |
| Series 7 | General Securities Representative Examination | 29 August 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Kyle Potter
- CRD
- 6962305
- Firm
- WhiteRock Wealth Design · CRD 342236
- Office
- 4426 NORTH WATERSIDE COURT 110, Fayetteville, AR 72703
- Registration
- Investment adviser registration
- In the industry since
- August 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Potter work?
Matthew Potter is an investment adviser representative registered through Whiterock Wealth Design, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Potter a financial advisor?
Yes. Matthew Potter has a current investment-adviser registration in Arkansas and Texas, through WhiteRock Wealth Design since June 2026.
How many years of experience does Matthew Potter have?
Matthew Potter has 8 years in the financial industry, since August 2018, across 2 adviser firms.
What exams has Matthew Potter passed?
Matthew Potter has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2018. FINRA credited Matthew Potter with the SIE, which began in October 2018.
Where is Matthew Potter based?
Matthew Potter’s registered office is in Fayetteville, AR.
Is Matthew Potter registered with FINRA?
No. Matthew Potter has no current broker registration.
How can I verify Matthew Potter’s record?
Search CRD 6962305 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Potter’s full registration record.