Best Investors Account Sign in
Inactive

Alexander Robert Potenza

Skyview Financial Group, LLC

Ponte Vedra Beach, FL

Claim This Profile
Current Employers
Skyview Financial Group, Llc

816 A1A N Suite 205, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-12
NJ RA APPROVED 2025-12-12
TX RA APPROVED_RES 2021-07-07
NY RA APPROVED 2021-07-06
  • FL RA
    APPROVED
    Since 2025-12-12
  • NJ RA
    APPROVED
    Since 2025-12-12
  • TX RA
    APPROVED_RES
    Since 2021-07-07
  • NY RA
    APPROVED
    Since 2021-07-06

Branch Locations

816 A1A N Suite 205, Ponte Vedra Beach, FL 32082 • 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
Raymond James & Associates, Inc. Ponte Vedra Beach FL 09/2007 03/2017
Total Wealth Planning And Management, Inc. Ponte Vedra Beach FL 03/2017 09/2020
Skyview Financial Group, Llc Ponte Vedra FL 09/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-01-26
S63 Uniform Securities Agent State Law Examination 1995-04-17
  • S65 Uniform Investment Adviser Law Examination
    2005-01-26
  • S63 Uniform Securities Agent State Law Examination
    1995-04-17
Other Names
  • Alex Potenza

View on SEC IAPD

More in Ponte Vedra Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor