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David Alexander Potts

Dixon Financial Services

Lafayette, CA

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Current Employers
Dixon Financial Services

Lafayette, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-10
  • CA RA
    APPROVED
    Since 2026-04-10

Branch Locations

Lafayette, CA • 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
Dimensional Fund Advisors Austin TX 08/2017 Present
Dimensional Fund Advisors Austin TX 07/2016 09/2016
Santa Clara University Santa Clara CA 09/2013 06/2017
  • 08/2017 → Present
    Dimensional Fund Advisors
    Austin, TX
  • 07/2016 → 09/2016
    Dimensional Fund Advisors
    Austin, TX
  • 09/2013 → 06/2017
    Santa Clara University
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-07-27
  • S66 Uniform Combined State Law Examination
    2018-07-27

View on SEC IAPD

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