DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Randall Potter
Feed of 09/14/2026
At current firm
2 y
since Apr 5, 2024
In the industry
14 y
since Sep 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Integrity Advisory Solutions independent RIA currentsince Apr 5, 2024 · Charlotte, Nc
- Efficient Advisors formerJun 28, 2022 to Aug 21, 2025 · Charlotte, Nc
- Matson Money, Inc. mixed wealthMar 23, 2017 to Mar 19, 2025 · Charlotte, Nc
- Strategic Planning Corporation state registeredJan 9, 2016 to Mar 17, 2024 · Charlotte, Nc
Moves
a registration end followed by a registration begin elsewhere
- Efficient Advisors to Integrity Advisory Solutionsleft Aug 21, 2025, registered Apr 5, 2024 (-503 days) · RIA to RIA
- Matson Money, Inc. to Efficient Advisorsleft Mar 19, 2025, registered Jun 28, 2022 (-995 days) · RIA to RIA
- Strategic Planning Corporation to Matson Money, Inc.left Mar 17, 2024, registered Mar 23, 2017 (-2551 days) · Other
Signals
- John Randall Potter left Efficient Advisors for Integrity Advisory Solutions (registered 2024-04-05)Aug 21, 2025 · Advisor changed firm · fact
- John Randall Potter left Matson Money, Inc. for Efficient Advisors (registered 2022-06-28)Mar 19, 2025 · Advisor changed firm · fact
- John Randall Potter left Strategic Planning Corporation for Matson Money, Inc. (registered 2017-03-23)Mar 17, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address