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Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-05-30
NV RA APPROVED 2025-05-30
  • ID RA
    APPROVED
    Since 2025-05-30
  • NV RA
    APPROVED
    Since 2025-05-30

Branch Locations

Las Vegas, NV • United States

1111 W Jefferson Street Suite 420, Boise, ID 83702 • 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
Ubs Financial Services Inc. Westport CT 06/2012 06/2018
Master Matrix Sports Inc. Las Vegas NV 06/2018 12/2019
Ubs Financial Services Inc Las Vegas NV 12/2019 05/2025
Rbc Capital Markets, Llc Boise ID 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-12
S63 Uniform Securities Agent State Law Examination 1997-08-05
  • S65 Uniform Investment Adviser Law Examination
    1997-08-12
  • S63 Uniform Securities Agent State Law Examination
    1997-08-05
Designations
Other Names
  • Jeffrey Douglas Potter
  • Jeffrey Potter

View on SEC IAPD

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