Matthew K. Potter

WHITEROCK WEALTH DESIGN

FAYETTEVILLE, AR 72703

CRD#: 6962305

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Professional summary

Matthew Kyle Potter, who also goes by Matt Kyle Potter, Matt Potter, is a registered financial advisor currently at WHITEROCK WEALTH DESIGN, LLC located in Fayetteville, Arkansas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Kyle Potter | Matt Potter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Kyle Potter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 4, 2026 - Present

WHITEROCK WEALTH DESIGN, LLC

Office #1: 4426 North Waterside Court 110, Fayetteville, AR 72703

RIA

CRD#: 342236

FAYETTEVILLE, AR

Past

October 11, 2018 - June 12, 2026

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Fayetteville, AR

Past

August 29, 2018 - June 12, 2026

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FAYETTEVILLE, AR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(6/4/2026)

IAR

Texas
(6/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/2018

General Securities Representative Examination

Current Firm

WHITEROCK WEALTH DESIGN, LLC

CRD#: 342236 / SEC#: 801-136429

RIA

Registered Investment Advisory firm - (6/4/2026 120-Day Approval)

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Contact information

Main Address

4426 North Waterside Court 110, Fayetteville, AR 72703

Mailing Address

Phone number

(479) 439-5550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (6/4/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Matthew K. Potter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Kyle Potter's CRS (Customer Relationship Summary).

Certified licenses

Experience

WHITEROCK WEALTH DESIGN, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/29/2018

Current Firm

WHITEROCK WEALTH DESIGN, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

WHITEROCK WEALTH DESIGN, LLC

TRUST BUT VERIFY

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