Kasey Lee Wopperer

Current Employers

Oneseven

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-07-19

NY RA
APPROVED

Since 2022-07-19

Branch Locations

Clarence Center, NY • United States

24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • 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

Organization	City	State	From	To
Generation Capital Management Llc	Pittsford	NY	05/2020	05/2022
Manning & Napier	Fairport	NY	08/2009	02/2020
Mgo One Seven Llc Dba Stone Creek Advisors, Llc	Clarence Center	NY	07/2022	Present

05/2020 → 05/2022

Generation Capital Management Llc

Pittsford, NY
08/2009 → 02/2020

Manning & Napier

Fairport, NY
07/2022 → Present

Mgo One Seven Llc Dba Stone Creek Advisors, Llc

Clarence Center, NY

Previous Registrations

2021-10-22 → 2022-05-31

Generation Capital Management Llc

Pittsford, NY

Other Businesses

The Home and School Association of St. Gregory the Great School. Non-Investment related. 250 St. Gregory Court, Williamsville, NY 14221.Home and School Association of St. Gregory the Great School. Volunteer Treasurer and Board member. Start date 09/2024. Meeting once a quarter.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-10-22

S65 Uniform Investment Adviser Law Examination

2021-10-22

Other Names

Kasey Wopperer
Kasey Rosenberger
Kasey Lee Rosenberger

View on SEC IAPD