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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-14 |
| OH | RA | APPROVED | 2023-08-23 |
Branch Locations
7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 02/2016 | 12/2016 |
| Star Financial Bank | Indianapolis | IN | 01/2017 | 01/2018 |
| Cetera Investment Serivces Llc | St.CLoud | MN | 01/2017 | 01/2018 |
| Cetera Investment Advisors | Indianapolis | IN | 01/2017 | 01/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2018 | 07/2023 |
| Cuna Mutual Group | Waverly | IA | 01/2018 | 07/2023 |
| Rush On Main | Zionsville | IN | 09/2017 | 03/2020 |
| Potomac Fund Management | Bethesda | MD | 07/2023 | Present |
| Arbor Court Capital, Llc | Broadview Heights | OH | 04/2025 | 10/2025 |
| Paralel Distributors Llc | Denver | CO | 10/2025 | Present |
Potomac Fund Management, Investment-related, 7373 Wisconsin Ave, Suite 750 Bethesda MD 20814, Start date 7/31/2023, External Sales, Full Time 160 hours permonth/160 hours per month during trading hours, Support and grow Potomac's investment strategies to financial intermediaries.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-14 |
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