Best Investors Account Sign in
Inactive

James Parker White

Potomac

Bethesda, MD

Claim This Profile
Current Employers
Potomac

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APP_PEND_IARCE 2026-04-01
  • MD RA
    APP_PEND_IARCE
    Since 2026-04-01

Branch Locations

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 09/2019 08/2023
Hadley Amherst Llc Gaithersburg MD 09/2018 09/2019
Seton Hall University South Orange NJ 08/2015 12/2018
Bank Of America, N.A. Washington DC 12/2019 08/2023
Prostatis Financial Advisors Group Hanover MD 09/2024 01/2025
Self Gaithersburg MD 09/2023 08/2024
Potomac Fund Management, Inc. Bethesda MD 03/2026 Present
N/A Gaithersburg MD 01/2025 03/2026
  • 09/2019 → 08/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Washington, DC
  • 09/2018 → 09/2019
    Hadley Amherst Llc
    Gaithersburg, MD
  • 08/2015 → 12/2018
    Seton Hall University
    South Orange, NJ
  • 12/2019 → 08/2023
    Bank Of America, N.A.
    Washington, DC
  • 09/2024 → 01/2025
    Prostatis Financial Advisors Group
    Hanover, MD
  • 09/2023 → 08/2024
    Self
    Gaithersburg, MD
  • 03/2026 → Present
    Potomac Fund Management, Inc.
    Bethesda, MD
  • 01/2025 → 03/2026
    N/A
    Gaithersburg, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-21
  • S66 Uniform Combined State Law Examination
    2020-02-21
Other Names
  • James White
  • Parker White

View on SEC IAPD

Other Firms

LGG FINANCIAL
BLUE SPARROW FUNDS GP LLC
KALAMATA ASSET MANAGEMENT LLC
GLASSY MOUNTAIN ADVISORS, INC.
NOORDZEE CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
HIGHTOWER ADVISORS, LLC
GOLDEN WEALTH STRATEGIES

Other Investors

Brian Craig Luts
DAVID MICHAEL GREENLEIGH
JAMIE LYNN BIGSBY
Brian Hawthorne-Codato
William K McCaffrey
ALEXANDER SIDNEY JOHANNES LEVY
JOHN BUSCO
FREDERICK THOMAS TURNER

Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

More in Bethesda, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor