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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-04-01 |
| PA | RA | APPROVED | 2026-04-01 |
Branch Locations
7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Phoenixville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | Phoenixville | PA | 07/2016 | 10/2025 |
| Potomac Fund Management, Inc. | Bethesda | MD | 03/2026 | Present |
| N/A | Phoenixville | PA | 10/2025 | 03/2026 |
| Paralel Distributors Llc | Denver | CO | 04/2026 | Present |
Potomac Fund Management, Inc.; Investment Related; 7373 Wisconsin Ave, Suite 750, Bethesda, MD 20814; External Sales; Start Date: 03/13/2026; 160 hours per month/130 hours per month during trading; Responsible for generating sales of Potomac Separately Managed Accounts and Mutual Funds across the Mid-Atlantic region (PA, NJ, DE, MD, VA, D.C., WV).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-15 |
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