Monisha Leigh Potter

Current Employers

Employment History

• 08/2011 → 06/2023
  Capital Analysts, Incorporated
  Westport, MA
• 06/2012 → 06/2023
  Lincoln Investment
  Westport, MA
• 06/2023 → Present
  Kestra Investment Services Llc
  Westport, MA
• 06/2023 → Present
  Kestra Advisory Services Llc
  Austin, TX

Previous Registrations

• 2012-08-23 → 2023-06-07
  Capital Analysts
  Westport, MA

Other Businesses

Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/06/2023 ADDRESS: 5707 Southwest Pkwy, Bldg 2 Ste 400, Austin TX 78735, United States DESCRIPTION: IAR Name: FINANCIAL PLANNING ALTERNATIVES POSITION: RR NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/06/2023 ADDRESS: 519 American Legion Hwy, #3, Westport MA 02790, United States DESCRIPTION: RR Name: RMS PROPERTY MANAGEMENT POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/2013 ADDRESS: 150 Martin St, Rehoboth MA 02769, United States DESCRIPTION: property management, and maintain real estate Name: MONISHA POTTER CONSULTANT POSITION: Consultant NATURE: Consulting INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/15/2025 ADDRESS: Guidepoint, 675 Avenue of the Americas, New York NY 10010, United States DESCRIPTION: Be available to answer non client specific questions about my recommendations and communications with clients on different financial planning, and aging related family planning issues.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-20
• S63 Uniform Securities Agent State Law Examination
  2004-12-21

Designations

Other Names

• Monisha Leigh Pramanik
• Monisha Leigh Pramanik