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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BW

Bradley J. Whittaker

POTOMAC
BETHESDA, MD 20814
CRD#: 8109526
Some features on this profile are disabled
BW
Bradley Justin WhittakerPOTOMAC

Professional summary

Bradley Justin Whittaker, who also goes by Brad Whittaker, is a registered financial advisor currently at POTOMAC located in Bethesda, Maryland and PARALEL DISTRIBUTORS located in Bethesda, Maryland.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Bradley has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Aliases

Brad Whittaker

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) - RIA

Click below to view Bradley Justin Whittaker'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 30, 2025 - Present

POTOMAC

Office #1: 7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814
RIA
CRD#: 105413
BETHESDA, MD
Current

February 9, 2026 - Present

PARALEL DISTRIBUTORS

Office #1: 7373 Wisconsin Avenue Suite 750, Bethesda, MD 20814
BD
CRD#: 316115
Bethesda, MD

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".
PO
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.
RR
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

RR
Connecticut
(3/11/2026)
RR
Delaware
(3/11/2026)
RR
District of Columbia
(3/11/2026)
RR
Maine
(3/11/2026)
IAR
Maryland
(6/30/2025)
RR
Maryland
(3/11/2026)
RR
Massachusetts
(3/11/2026)
RR
New Hampshire
(3/11/2026)
RR
New Jersey
(3/11/2026)
RR
New York
(3/11/2026)
RR
Pennsylvania
(4/2/2026)
RR
Rhode Island
(3/11/2026)
RR
Vermont
(3/11/2026)
RR
Virginia
(3/11/2026)
RR
West Virginia
(3/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 8/11/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/30/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/9/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/22/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

PO
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)
Loading...

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
33

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 Accounts2,573
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.

Company Information

POTOMAC

CRD#: 105413Bethesda, MD 20814

TRUST BUT VERIFY

Monitor Bradley Whittaker

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

Similar Advisors

Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
Michael Scott Aves
Michael AvesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
GAITHERSBURG, MD
Eric Josef Schaefer
Eric SchaeferAdvisorCheck Check Mark
EVERMAY WEALTH MANAGEMENT, LLC
IAR
ARLINGTON, VA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.