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Kassie Marie Potter

Morgan Stanley

Cincinnati, OH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-08-25
OH RA APPROVED 2013-03-22
  • TX RA
    APPROVED_RES
    Since 2017-08-25
  • OH RA
    APPROVED
    Since 2013-03-22

Branch Locations

7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • 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
Morgan Stanley Cincinnati OH 08/2011 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-21
  • S66 Uniform Combined State Law Examination
    2013-03-21
Other Names
  • Kassie M Bartley
  • Kassie M Long

View on SEC IAPD

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MICHAEL WILLIAM POPIL
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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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