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RIA / WealthAdvisor14 years in industry

John Randall Potter

Advisor at INTEGRITY ADVISORY SOLUTIONS

Charlotte, NC | Huntersville, NC | DALLAS, TX

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Search this name across graphsid dfx:ria:783c2ca9-5090-792b-778b-b8ee385c06f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 9, 2016 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRITY ADVISORY SOLUTIONS
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: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jul 9, 2015
First registration: Jan 9, 2016
Dual registered: no
IAPD individual key: 6597571

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRITY ADVISORY SOLUTIONS	Independent wealth	Apr 5, 2024	n/a	yes	Charlotte, NC\|Huntersville, NC\|DALLAS, TX	Current employment
EFFICIENT ADVISORS	Former SEC adviser	Jun 28, 2022	Aug 21, 2025	no	Charlotte, NC	Previous registration
MATSON MONEY, INC.	Mixed wealth	Mar 23, 2017	Mar 19, 2025	no	Charlotte, NC	Previous registration
STRATEGIC PLANNING CORPORATION	State registered	Jan 9, 2016	Mar 17, 2024	no	Charlotte, NC\|COLFAX, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EFFICIENT ADVISORS	INTEGRITY ADVISORY SOLUTIONS	Aug 21, 2025	Apr 5, 2024	-503	Firm change after gap	RIA to RIA
MATSON MONEY, INC.	EFFICIENT ADVISORS	Mar 19, 2025	Jun 28, 2022	-995	Firm change after gap	RIA to RIA
STRATEGIC PLANNING CORPORATION	MATSON MONEY, INC.	Mar 17, 2024	Mar 23, 2017	-2,551	Firm change after gap	Other

Relationships

Registered with (4)

→ INTEGRITY ADVISORY SOLUTIONSRegistered adviserregistration: current employment
Apr 5, 2024 to presentfactForm ADV
→ EFFICIENT ADVISORSRegistered adviserregistration: previous registration
Jun 28, 2022 to Aug 21, 2025factForm ADV
→ MATSON MONEY, INC.Registered adviserregistration: previous registration
Mar 23, 2017 to Mar 19, 2025factForm ADV
→ STRATEGIC PLANNING CORPORATIONRegistered adviserregistration: previous registration
Jan 9, 2016 to Mar 17, 2024factForm ADV

Dated events

Occurred
Aug 21, 2025
Advisor changed firm
John Randall Potter left Efficient Advisors for Integrity Advisory Solutions (registered 2024-04-05)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2025
Advisor changed firm
John Randall Potter left Matson Money, Inc. for Efficient Advisors (registered 2022-06-28)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2024
Advisor changed firm
John Randall Potter left Strategic Planning Corporation for Matson Money, Inc. (registered 2017-03-23)
Form ADVobserved 4 days ago