AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GB

Goodloe E. Byron

Some features on this profile are disabled
CRD#: 1028918
GB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Goodloe Edgar Byron JR, who also goes by Geb Edgar Bryon Jr, Byron Byron, Geb Byron, Goodloe Edgar Byron, Jeb Byron Jr, was a registered financial professional .

Goodloe is a previously registered financial professional and started their career in finance in 1982. Goodloe had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 39 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Geb Edgar Bryon Jr | Byron Byron | Geb Byron | Goodloe Edgar Byron | Jeb Byron Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 1, 1998 - May 11, 2020

POTOMAC CAPITAL MARKETS, LLC

BD
CRD#: 39800
FREDERICK, MD
Past

June 14, 1990 - December 5, 1995

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20
Past

June 23, 1987 - February 24, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 29, 1985 - June 16, 1987

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
Past

February 26, 1982 - April 4, 1985

BAKER, WATTS & CO., INC.

BD
CRD#: 68

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/19/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/20/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


PC
POTOMAC CAPITAL MARKETS, LLC
POTOMAC CAPITAL MARKETS, LLC | POTOMAC INVESTMENTS, LLC

CRD#: 39800 / SEC#: , 8-48848

BD
Cancelled by SEC on 06/08/2021
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Maryland since 10/23/1995
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
POTOMAC INVESTMENT SERVICES, INC.MEMBER
BYRON, GOODLOE EDGAR JRPRESIDENT, CCO

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


POTOMAC CAPITAL MARKETS, LLC

CRD#: 39800

TRUST BUT VERIFY

Monitor Goodloe Byron

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics