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

WHITEROCK WEALTH DESIGN, 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 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Sep 28, 2018

First registration

Oct 11, 2018

Dual registered

no

Other names

MATT POTTER|MATT KYLE POTTER

IAPD individual key

6962305

• Occurred

  Jun 12, 2026
  Advisor changed firm

  Matthew Kyle Potter left Raymond James Financial Services Advisors, Inc for Whiterock Wealth Design, Llc (registered 2026-06-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5b043746-dea3-def3-8035-d13eee0ea474

First observed

Oct 11, 2018

Last observed

Sep 14, 2026 5 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.