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Nicole Marie Morris

PartnerPotentia RIA, LLCCRD 6612465

About Nicole Marie Morris

Nicole Marie Morris is listed as Partner at Potentia RIA, LLC in San Jose, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Potentia RIA, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Nicole Marie Morris work?

Nicole Marie Morris is listed as Partner at Potentia RIA, LLC on SEC Form ADV.

How much of Potentia RIA, LLC does Nicole Marie Morris own?

Form ADV reports a beneficial ownership band of 10-25%.

Potentia RIA, LLC

TitlePartner
Ownership10-25%
Control personYes
Since2024