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Inactive

Bo Zachary Potter

Cx Institutional, LLC

Auburn, IN

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Current Employers
Cx Institutional, Llc

200 East 7Th Street, Auburn, IN 46706 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-07
  • IN RA
    APPROVED
    Since 2026-07-07

Branch Locations

200 East 7Th Street, Auburn, IN 46706 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dekalb Middle School Waterloo IN 08/2015 05/2018
Bridgewater Golf Club Auburn IN 05/2019 05/2021
Dekalb Central Schools Waterloo IN 09/2021 07/2022
Dekalb High School Waterloo IN 08/2018 05/2022
Pond Champs Fort Wayne IN 05/2023 07/2024
Rieke Packaging Systems Auburn IN 06/2025 08/2025
Indiana University Bloomington IN 08/2022 05/2026
Cx Institutional Auburn IN 05/2026 Present
  • 08/2015 → 05/2018
    Dekalb Middle School
    Waterloo, IN
  • 05/2019 → 05/2021
    Bridgewater Golf Club
    Auburn, IN
  • 09/2021 → 07/2022
    Dekalb Central Schools
    Waterloo, IN
  • 08/2018 → 05/2022
    Dekalb High School
    Waterloo, IN
  • 05/2023 → 07/2024
    Pond Champs
    Fort Wayne, IN
  • 06/2025 → 08/2025
    Rieke Packaging Systems
    Auburn, IN
  • 08/2022 → 05/2026
    Indiana University
    Bloomington, IN
  • 05/2026 → Present
    Cx Institutional
    Auburn, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-07
  • S65 Uniform Investment Adviser Law Examination
    2026-07-07

View on SEC IAPD

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