Charles John Potter

Current Employers

Employment History

• 01/1980 → Present
  Investment Dynamics, Inc.
  Spokane, WA
• 10/2004 → Present
  Simple Leadership
  Spokane, WA
• 08/2007 → 09/2020
  Securities Service Network, Inc.
  Spokane, WA
• 11/2010 → Present
  Simple Wealth, Llc
  Liberty Lake, WA
• 06/2016 → 06/2017
  Downriver Capital Management, Llc
  Spokane, WA
• 09/2020 → 06/2024
  Securities America, Inc.
  Liberty Lake, WA
• 06/2024 → 05/2026
  Osaic Wealth, Inc.
  Liberty Lake, WA

Previous Registrations

• 2007-08-31 → 2013-01-02
  Ssn Advisory, Inc.
  Spokane, WA
• 2006-07-19 → 2007-09-07
  Geneos Wealth Management, Inc.
  Spokane, WA
  Yakima, WA
  Coralville, IA
  Clive, IA
  Winterset, IA
  Englewood, CO
  Spokane, WA
  Fairbanks, AK
  Whitefish, MT
  Kirkland, WA
• 2000-04-04 → 2006-07-25
  Securities America Advisors, Inc.
  Spokane, WA

Other Businesses

1. SPOKANE BAPTIST ASSOCIATION HOMES POSITION: Board Member NATURE: Senior Housing Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/23/2015 ADDRESS: 12912 E 12th, Spokane WA 99216 DESCRIPTION: Board Member 2. INVESTMENT DYNAMICS, INC. POSITION: President NATURE: Insurance and operations staffing INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 11/15/1979 ADDRESS: 2310 N Molter Rd, Suite 103, Liberty Lake WA 99019 DESCRIPTION: Insurance sales, staff hiring and management. lease management and physical plant 3. SIMPLE LEADERSHIP POSITION: Consultant NATURE: Content creation, Coaching and Mentoring INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2004 ADDRESS: 2310 N Molter Rd, Suite 103, Liberty Lake WA 99019 DESCRIPTION: Create content, coach and mentor 4. PALM SPRINGS CORVETTES POSITION: Member at Large NATURE: Social Club IRS 501(C) (7) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2026 ADDRESS: 78365 Highway 111, Box 312, LaQuinta CA 92253, United States DESCRIPTION: Review email and vote if needed on any resolutions. 5. TRIKE AROUND LLC POSITION: Owner/Single Member LLC NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2026 ADDRESS: 2310 N Molter Rd, Suite 103, Liberty Lake WA 99019, United States DESCRIPTION: Building the infrastructure for a local tour business. Future activities may include importing a customer vehicle.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-03
• S63 Uniform Securities Agent State Law Examination
  1985-09-07

Other Names

• Chuck Potter