Charles William Potts

Current Employers

Employment History

• 03/1996 → Present
  Mml Investors Services, Inc.
  Oklahoma City, OK
• 03/1996 → Present
  Massmutual Life Insurance Company
  Oklahoma City, OK

Other Businesses

(1)NAME: CHARLES W POTTS, RHU, CLU, RFC, CFS INV REL: Y ADD: 11212 N MAY AVE STE 410, OKLAHOMA CITY, OK 73120 NATURE: IND LIFE INS, HEALTH INS, GRP LIFE INS, GRP HEALTH INS, POSITION: AGENT START DATE: 1968 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 2 (2)NAME: MEDERA PARK HOMEOWNERS ASSOCIATION, INC. INV REL: N ADD: 12725 ST. ANDREWS TER, OKLAHOMA CITY, OK 73120 NATURE: MANDATORY HOMEOWNERS ASSOCIATION POSITION: BOARD MEMBER START DATE:1996 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 1 (3)NAME: LAZY B OPERATIONS PARTNERS, LLC INV REL: N ADD: 12725 ST. ANDREWS TER, OKLAHOMA CITY, OK 73120 NATURE: RANCH START DATE: 7/31/2007 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: I HANDLE THE ACCOUNTING FOR THE ENTITY, FILE TAX RETURNS, AND PROCURE NEEDED ITEMS. (4) NAME: OKLAHOMA COUNTY REPUBLICAN PARTY INV REL: N ADD: 2019 HERITAGE PARK DRIVE OKLAHOMA CITY OK 73120 NATURE: POLITICAL ORGANIZATION POSITION: MEMBER OF THE EXECUTIVE COMMITTEE START DATE: 2012 NO HRS/MO: 3 HRS/MO DUR TRADING: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-10
• S63 Uniform Securities Agent State Law Examination
  1995-01-10

Other Names

• Charlie Potts