Bally I. Diakite

POTOMAC

BETHESDA, MD 20814

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CRD#: 7935873

Professional summary

Bally Idrissa Diakite, who also goes by Bally Diakite, Bally Idrissa, is a registered financial advisor currently at POTOMAC located in Bethesda, Maryland and PARALEL DISTRIBUTORS located in Denver, Colorado.

Bally is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Bally has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bally Diakite | Bally Idrissa

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, Internal Sales, Start date 12/3/2024, 160 per month/160 hours per month during trading, As an Internal Wholesaler, I collaborate with advisors to provide customized portfolio solutions, cutting-edge strategic insights.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bally Idrissa Diakite'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

December 3, 2024 - Present

POTOMAC

Office #1: 7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814

RIA

CRD#: 105413

BETHESDA, MD

Current

October 24, 2025 - Present

PARALEL DISTRIBUTORS

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

CRD#: 316115

Denver, CO

Past

April 2, 2025 - October 24, 2025

ARBOR COURT CAPITAL, LLC

CRD#: 143839

BROADVIEW HEIGHTS, OH

Past

September 16, 2024 - November 19, 2024

TRINITY WEALTH SECURITIES, L.L.C.

CRD#: 104348

Vienna, VA

Past

June 13, 2024 - November 19, 2024

FLORIDA FINANCIAL ADVISORS, LLC

RIA

CRD#: 288811

Vienna, VA

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.

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

Arizona
(10/24/2025)

Arkansas
(10/24/2025)

Colorado
(10/24/2025)

Louisiana
(10/24/2025)

IAR

Maryland
(12/3/2024)

Maryland
(10/24/2025)

New Mexico
(10/24/2025)

Oklahoma
(10/24/2025)

Texas
(10/24/2025)

Utah
(10/24/2025)

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

Series 63

Date: 9/28/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/2/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6TO

Date: 9/14/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/6/2024

Securities Industry Essentials 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

Bally I. Diakite

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bally Idrissa Diakite's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARALEL DISTRIBUTORS

ARBOR COURT CAPITAL, LLC

TRINITY WEALTH SECURITIES, L.L.C.

FLORIDA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

POTOMAC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/28/2024

Series 65

Date: 3/2/2024

Series 6TO

Date: 9/14/2024

SIE

Date: 1/6/2024

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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