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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-16 |
| TN | RA | APPROVED | 2025-09-16 |
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 |
|---|---|---|---|---|
| Calamos Financial Services Llc | Naperville | IL | 09/2014 | 05/2016 |
| Calamos Advisors Llc | Naperville | IL | 09/2014 | 05/2016 |
| Helios Quantitative Research | Brentwood | TN | 12/2017 | 06/2023 |
| Fpw Consulting, Sp | Brentwood | TN | 01/2024 | 06/2024 |
| White Alligator Designs | Brentwood | TN | 06/2016 | 12/2024 |
| Paralel Distributors Llc | Denver | CO | 04/2026 | Present |
| The Pacific Financial Group, Inc. | Nashville | TN | 07/2024 | 06/2025 |
| Potomac Fund Management, Inc. | Bethesda | MD | 09/2025 | Present |
Potomac Fund Management, Investment Related, 7373 Wisconsin Ave, Suite 750, Bethesda, MD 20814, Investment Advisor, External Wholesaler, start date 9/8/2025, 160 hours per month/130 hours per month during trading hours, wholesale marketing of Potomac funds and strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-29 |
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