POTTER HOWARD STEVEN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. POTTER HOWARD STEVEN appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | THE ROOSEVELT INVESTMENT GROUP, LLC | MANAGING DIRECTOR | NEW YORK, NY |
| — | Form ADV | CROSSMARK GLOBAL INVESTMENTS, INC. | EXECUTIVE VICE PRESIDENT/PORTFOLIO MANAGER | HOUSTON, TX |