Anthony J. Gonzales

POTOMAC

Austin, TX

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CRD#: 4168988

Professional summary

Anthony Joel Gonzales is a registered financial advisor currently at POTOMAC located in Austin, Texas and PARALEL DISTRIBUTORS located in Denver, Colorado.

Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Anthony has worked at 18 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Joel Gonzales's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

June 28, 2024 - Present

POTOMAC

RIA

CRD#: 105413

Austin, TX

Current

October 30, 2025 - Present

PARALEL DISTRIBUTORS

Office #1: 1700 Broadway Suite 1850, Denver, CO 80290

CRD#: 316115

Denver, CO

Past

April 22, 2025 - October 24, 2025

CRD#: 38123

BERWYN, PA

Past

March 30, 2017 - January 12, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

AUSTIN, TX

Past

March 30, 2017 - January 12, 2018

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

MCDONOUGH, GA

Past

September 25, 2015 - November 17, 2016

ASSETMARK, INC.

RIA

CRD#: 109018

West Chester, PA

Past

September 25, 2015 - November 17, 2016

ASSETMARK BROKERAGE, LLC

CRD#: 169804

CONCORD, CA

Past

January 6, 2010 - September 15, 2015

CURIAN CLEARING, LLC

CRD#: 132938

DENVER, CO

Past

January 6, 2006 - December 31, 2009

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

FRANKLIN, TN

Past

October 14, 2005 - September 15, 2015

CURIAN CAPITAL, LLC

RIA

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Oklahoma
(11/3/2025)

IAR

Texas
(6/28/2024)

Texas
(10/31/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/12/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/11/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2000

General Securities Representative Examination

SRO Registrations

FINRA

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 (28 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

Anthony J. Gonzales

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Joel Gonzales's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARALEL DISTRIBUTORS

ARBOR COURT CAPITAL, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL INC

BRINKER CAPITAL SECURITIES, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

ASSETMARK, INC.

ASSETMARK BROKERAGE, LLC

CURIAN CLEARING, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CURIAN CAPITAL, LLC

INVESTMENT CENTERS OF AMERICA, INC.

BOFA DISTRIBUTORS, INC.

FORESTERS FINANCIAL SERVICES, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/12/2005

Series 63

Date: 9/11/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2000

FINRA

Current Firm

POTOMAC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POTOMAC

TRUST BUT VERIFY

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