SM
Stephen M. Potts
CRD 4441380
Firms
| Firm | Role | As of |
|---|---|---|
| Lpl Financial Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Highpoint Advisor Group, Llc
Managing Member · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗