Joshua Potts

Current Employers

Employment History

• 03/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 01/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2015 → Present
  Ruths Chris Steakhouse
  Sarasota, FL
• 09/2011 → 08/2017
  Inspire Wifi
  Miami, FL
• 08/2017 → 12/2017
  Economy Tackle
  Sarasota, FL

Other Businesses

1) INDEPENDENT INSURANCE AGENT, 5218 PAYLOR LANE LAKEWOOD RANCH FL, 12/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/WK 8 HR/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 09/2019, AS ADVISORY REP OF A RIA. INV REL, 20 HR/WK 15 HR/TRADING 3) JOSHUA POTTS, 2401 LAKEWOOD RANCH BLVD N UNIT 1120 SARASOTA FL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 12/2017, 10 HR/WK 5 HR/TRADING 4) CONSULTANT, 8070 TIDAL POINTE WAY SARASOTA FL, 01/2021, NIR, CONSULTANT FOR SMARTPRO FINANCIAL, 8 HR/MO 0 HR/MO TRADING 5) FREEDOM FINANCIAL, 8070 TIDAL POINTE WAY SARASOTA FL, OWNER, DBA, INV REL, 160 HR/MO 130 HR/MO TRADING 6) JOSHUA POTTS, 2025 LAKEWOOD RANCH BLVD UNIT 102 BRADENTON FL, 10/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO 2 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-06
• S63 Uniform Securities Agent State Law Examination
  2018-06-16