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Anthony Joel Gonzales

Potomac

Austin, TX

Bethesda, MD

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Current Employers
Potomac

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-28
  • TX RA
    APPROVED
    Since 2024-06-28

Branch Locations

Austin, TX • United States

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • 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
Assetmark Brokerage, Llc Windham NC 12/2015 11/2016
Assetmark Financial Concord CA 09/2015 11/2016
Global Financial Private Capital, Llc Sarasota FL 03/2017 12/2017
Gf Investment Services, Llc Sarasota FL 03/2017 12/2017
Unemployed West Chester PA 11/2016 03/2017
Brinker Capital Berwyn PA 01/2018 04/2024
Orion Portfolio Solutions Omaha NE 01/2022 04/2024
Potomac Fund Management Miami FL 05/2024 Present
Arbor Court Capital, Llc Broadview Heights OH 04/2025 10/2025
Paralel Distributors Llc Denver CO 10/2025 Present
  • 12/2015 → 11/2016
    Assetmark Brokerage, Llc
    Windham, NC
  • 09/2015 → 11/2016
    Assetmark Financial
    Concord, CA
  • 03/2017 → 12/2017
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 03/2017 → 12/2017
    Gf Investment Services, Llc
    Sarasota, FL
  • 11/2016 → 03/2017
    Unemployed
    West Chester, PA
  • 01/2018 → 04/2024
    Brinker Capital
    Berwyn, PA
  • 01/2022 → 04/2024
    Orion Portfolio Solutions
    Omaha, NE
  • 05/2024 → Present
    Potomac Fund Management
    Miami, FL
  • 04/2025 → 10/2025
    Arbor Court Capital, Llc
    Broadview Heights, OH
  • 10/2025 → Present
    Paralel Distributors Llc
    Denver, CO
Previous Registrations
  • 2023-01-17 → 2024-06-24
    Austin, TX
    Omaha, NE
  • 2022-01-19 → 2023-01-06
    Orion Portfolio Solutions, Llc
    Austin, TX
    Omaha, NE
  • 2020-10-16 → 2021-12-31
    Austin, TX
    Omaha, NE
  • 2018-01-10 → 2020-10-16
    Brinker Capital Inc
    Austin, TX
    Berwyn, PA
    Austin, TX
  • 2017-03-30 → 2018-01-12
    Global Financial Private Capital, Inc.
    West Chester, PA
    Sarasota, FL
    Austin, TX
  • 2015-09-25 → 2016-11-17
    West Chester, PA
    Concord, CA
  • 2005-10-14 → 2015-09-15
    Curian Capital, Llc
    Denver, CO
    Denver, CO
Other Businesses

Potomac Fund Management, Investment related,7373 Wisconsin Ave Ste. 750, Bethesda, MD 20814, investment advisor, external sales, start date 5/1/2024month/140 hours per month during trading, External sales position, raising assets under management in territory of Texas, Oklahoma, Arkansas and Louisiana.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-12
S63 Uniform Securities Agent State Law Examination 2000-09-11
  • S66 Uniform Combined State Law Examination
    2005-05-12
  • S63 Uniform Securities Agent State Law Examination
    2000-09-11

View on SEC IAPD

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