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Shelby Grace Potz-Nielsen

Scs Capital Management LLC

Dallas, TX

Boston, MA

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Current Employers
Scs Capital Management Llc

888 Boylston Street Suite 1010, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-06
  • TX RA
    APPROVED
    Since 2025-02-06

Branch Locations

3811 Turtle Creek Blvd Suite 1225, Dallas, TX 75219 • United States

888 Boylston Street Suite 1010, Boston, MA 02199 • 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. Dallas TX 02/2016 12/2022
Edge Capital Group, Llc Dallas TX 12/2022 01/2025
Scs Capital Management Llc Dallas TX 02/2025 Present
Previous Registrations
  • 2022-12-15 → 2025-02-06
    Edge Capital Group, Llc
    Dallas, TX
  • 2014-08-12 → 2022-12-12
    Ubs Financial Services Inc.
    College Station, TX
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-12
  • S66 Uniform Combined State Law Examination
    2014-08-12
Designations

View on SEC IAPD

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