# JOSHUA JOHN POTTER

JOSHUA JOHN POTTER is an investment adviser representative (IAR) with state registration records since 2000, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-11-10 | present | Yes |
| [SIMPLE WEALTH LLC](https://search.stillhousedata.com/firm/152865) | 2011-08-24 | 2025-12-05 | — |
| [SSN ADVISORY, INC.](https://search.stillhousedata.com/firm/126090) | 2007-08-31 | 2013-01-02 | — |
| [GENEOS WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/120894) | 2006-07-21 | 2007-09-06 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2000-06-30 | 2006-07-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2633991)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2633991.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.