Eric Rondell Potts

Current Employers

Moment Financial Planning

Circleville, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2016-11-30

OH RA
APPROVED

Since 2016-11-30

Branch Locations

Circleville, OH • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Key Perfomance Ideas, Inc	Henderson	NV	10/2014	04/2021
Accelalpha Inc	Bellevue	WA	04/2021	02/2023
Pivotal Drive Llc Dba Nova Advisory Llc	Bellevue	WA	02/2023	03/2024
Equinix, Inc	Redwood City	CA	03/2024	Present

10/2014 → 04/2021

Key Perfomance Ideas, Inc

Henderson, NV
04/2021 → 02/2023

Accelalpha Inc

Bellevue, WA
02/2023 → 03/2024

Pivotal Drive Llc Dba Nova Advisory Llc

Bellevue, WA
03/2024 → Present

Equinix, Inc

Redwood City, CA

Other Businesses

Eric Potts is currently employed as a Senior Business Systems Analyst at Equinix, Inc. This activity accounts for about 40 hours per week. Eric Potts is currently employed as the owner and Tax Preparer of Proven Path Tax Services. This activity accounts for about 10 hours per month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-08

S65 Uniform Investment Adviser Law Examination

2016-10-08