Francis P. White

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CRD#: 3043325

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.

Francis Patrick White, who also goes by F Patrick White, Patrick White, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1998. Francis had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Aliases

F Patrick White | Patrick White

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.

Potomac Fund Management, Investment Related, 7373 Wisconsin Ave, Suite 750, Bethesda, MD 20814, Investment Advisor, External Wholesaler, start date 9/8/2025, 160 hours per month/130 hours per month during trading hours, wholesale marketing of Potomac funds and strategies.

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

September 16, 2025 - August 4, 2026

POTOMAC

RIA

CRD#: 105413

Brentwood, TN

Past

September 10, 2014 - June 10, 2016

CALAMOS ADVISORS LLC

RIA

CRD#: 105758

BRENTWOOD, TN

Past

September 10, 2014 - June 10, 2016

CALAMOS FINANCIAL SERVICES LLC

CRD#: 19850

NAPERVILLE, IL

Past

March 6, 2014 - August 29, 2014

PNC CAPITAL ADVISORS LLC

RIA

CRD#: 151829

CLEVELAND, OH

Past

January 30, 2014 - August 29, 2014

FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

PORTLAND, ME

Past

April 10, 2006 - May 17, 2013

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

November 8, 2002 - December 2, 2005

NATIONWIDE FUND DISTRIBUTORS LLC

CRD#: 25910

COLUMBUS, OH

Past

May 14, 1998 - September 17, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/19/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/29/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/29/2026

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/10/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/13/1998

General Securities Representative Examination

Current Firm

POTOMAC

INVESTWISE WEALTH MANAGEMENT | POTOMAC FUND MANAGEMENT INC | POTOMAC FUND MANAGEMENT | POTOMAC

CRD#: 105413 / SEC#: 801-31311

RIA

Registered Investment Advisory firm - (2/4/1988 Approved)

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Contact information

Main Address

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814

Mailing Address

Phone number

(301) 901-3466

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POTOMAC FORM ADV PART 2A (7/30/2025)

Regulatory assets under management

Total Number of Accounts	2,573
AUM (Assets Under Management)	$ 2,406,097,311

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.

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Advisor Monitoring

Firm Stability Insights

Francis P. White

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CALAMOS ADVISORS LLC

CALAMOS FINANCIAL SERVICES LLC

PNC CAPITAL ADVISORS LLC

FORESIDE DISTRIBUTION SOLUTIONS, LLC

JANUS HENDERSON DISTRIBUTORS US LLC

NATIONWIDE FUND DISTRIBUTORS LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2025

Series 63

Date: 5/29/1998

SIE

Date: 5/29/2026

Series 31

Date: 6/10/1998

Series 7

Date: 5/13/1998

Current Firm

POTOMAC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POTOMAC

TRUST BUT VERIFY

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