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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)15 years in industry

Skyler Heimark Potter

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

Washington, DC | New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:defba0e2-95aa-c333-d798-fa78a86502b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 9, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES & ASSOCIATES, INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 4, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: May 4, 2011
First registration: May 9, 2011
Dual registered: yes, broker-dealer
Other names: SKYLER B HEIMARK|SKYLER BANKER HEIMARK
IAPD individual key: 5606466

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Sep 17, 2013	n/a	yes	Washington, DC\|New York, NY	Current employment
OSAIC FA, INC.	Former SEC adviser	May 9, 2011	Sep 19, 2013	no	VIENNA, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FA, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 19, 2013	Sep 17, 2013	-2	Firm change	Other

Relationships

Registered with (2)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Sep 17, 2013 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
May 9, 2011 to Sep 19, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:defba0e2-95aa-c333-d798-fa78a86502b0
First observed: May 9, 2011
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Skyler Heimark Potter

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

Washington, DC | New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:defba0e2-95aa-c333-d798-fa78a86502b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:41 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RAYMOND JAMES & ASSOCIATES, INC.

National bd RIA

Sep 17, 2013

n/a

yes

Washington, DC|New York, NY

Current employment

OSAIC FA, INC.

Former SEC adviser

May 9, 2011

Sep 19, 2013

VIENNA, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

OSAIC FA, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Sep 19, 2013

Sep 17, 2013

-2

Firm change

Other