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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2025-12-19 |
| MD | RA | APPROVED | 2025-12-19 |
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 |
|---|---|---|---|---|
| Sei Investments Management Corp | Oaks | PA | 03/2016 | 09/2024 |
| Sei Investments Distribution Co. | Oaks | PA | 03/2016 | 09/2024 |
| Potomac Fund Management, Inc. | Bethesda | MD | 12/2025 | Present |
| Rhumbline Financial Partners, Llc | Clark | CO | 10/2024 | 11/2025 |
| Paralel Distributors Llc | Denver | CO | 02/2026 | Present |
Potomac Fund Management, INC; Investment Related; 7373 Wisconsin Ave. Ste 750, Bethesda, MD 20814; External Wholesaler; Start Date 12/09/2025; 60 hours per month/240 hours per month during trading hours; External Sales, Mid-West Market.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-22 |
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