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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
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 |
|---|---|---|---|---|
| Assetmark Brokerage, Llc | Windham | NC | 12/2015 | 11/2016 |
| Assetmark Financial | Concord | CA | 09/2015 | 11/2016 |
| Global Financial Private Capital, Llc | Sarasota | FL | 03/2017 | 12/2017 |
| Gf Investment Services, Llc | Sarasota | FL | 03/2017 | 12/2017 |
| Unemployed | West Chester | PA | 11/2016 | 03/2017 |
| Brinker Capital | Berwyn | PA | 01/2018 | 04/2024 |
| Orion Portfolio Solutions | Omaha | NE | 01/2022 | 04/2024 |
| Potomac Fund Management | Miami | FL | 05/2024 | 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 Ste. 750, Bethesda, MD 20814, investment advisor, external sales, start date 5/1/2024month/140 hours per month during trading, External sales position, raising assets under management in territory of Texas, Oklahoma, Arkansas and Louisiana.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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