Unclaimed Profile

David Leonard Potter

PLATINUM WEALTH PARTNERS, INC.·TAMPA, Florida

Series 4, Series 7, Series 24, Series 38, Series 51, Series 6318 years registeredPLATINUM WEALTH PARTNERS, INC.

100 N. TAMPA STREET, TAMPA, FL 33602CRD# 2991638Firm CRD# 145507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Leonard Potter · TAMPA, FL

Registration

CRD #2991638 · PLATINUM WEALTH PARTNERS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLATINUM WEALTH PARTNERS, INC.

PLATINUM WEALTH PARTNERS

Jan 2008 – Mar 2018

TAMPA, FL

PLATINUM WEALTH PARTNERS, INC.

Jan 2008 – Dec 2010

TAMPA, FL

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 38

Series 51

Series 63

Registration record

First registered · January 30, 2008

Years registered · 18

Disclosure History

2020Regulatory·Final

2014Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PLATINUM WEALTH PARTNERS, INC.

CRD 145507 · SEC 801-72447

AUM

$524M

Regulatory assets under management

Employees

2,400 client accounts

Services offered by PLATINUM WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLATINUM WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does David Leonard Potter offer?

David Leonard Potter specializes in Financial Planning, Investment Management.

What are David Leonard Potter's credentials?

David Leonard Potter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Leonard Potter located?

David Leonard Potter is based in TAMPA, Florida, last registered with PLATINUM WEALTH PARTNERS, INC..

How does David Leonard Potter charge for services?

David Leonard Potter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLATINUM WEALTH PARTNERS, INC.?

PLATINUM WEALTH PARTNERS, INC. has approximately 28 employees and manages $524M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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