This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HEIRLOOM WEALTH MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 30, 1983earliest registration or exam on IAPD

Years in industry

43derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Jun 30, 1983

First registration

Jan 1, 1999

Dual registered

no

Other names

ROBERT BRUCE POTTER

IAPD individual key

1155422

• Occurred

  Jan 30, 2023
  Advisor changed firm

  Robert Bruce Potter left Potter Financial Solutions, Inc. for Heirloom Wealth Management Llc (registered 2022-11-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:095e55c1-a254-1323-be0b-1ac8ba9f5eb6

First observed

Jan 1, 1999

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.