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Alyssa Marie Potts

Equitable Advisors, LLC

Raleigh, NC

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-03-03
  • NC RA
    APPROVED
    Since 2026-03-03

Branch Locations

3100 Smoketree Court Suite 1000, Raleigh, NC 27604 • 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
Tachi Palace Casino And Resort Lemoore CA 06/2022 10/2023
Blue Rock Structures, Inc. Pollocksville NC 10/2023 03/2025
Unemployed New Bern NC 03/2025 02/2026
Kohl's Department Store Hanford CA 06/2021 06/2022
Lowe's Home Improvement Mesa AZ 03/2021 05/2021
United States Navy Mesa AZ 08/2014 02/2021
Equitable Advisors, Llc New York NY 02/2026 Present
  • 06/2022 → 10/2023
    Tachi Palace Casino And Resort
    Lemoore, CA
  • 10/2023 → 03/2025
    Blue Rock Structures, Inc.
    Pollocksville, NC
  • 03/2025 → 02/2026
    Unemployed
    New Bern, NC
  • 06/2021 → 06/2022
    Kohl's Department Store
    Hanford, CA
  • 03/2021 → 05/2021
    Lowe's Home Improvement
    Mesa, AZ
  • 08/2014 → 02/2021
    United States Navy
    Mesa, AZ
  • 02/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20
Other Names
  • Alyssa Potts
  • Alyssa Petersen
  • Alyssa Weersing

View on SEC IAPD

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Other Investors

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JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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