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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-15 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Philadelphia | PA | 08/2016 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Philadelphia | PA | 11/2016 | 12/2018 |
| Sullivan, Bruyette, Speros & Blayney, Llc | Mclean | VA | 12/2018 | 02/2020 |
| Home | Kensington | MD | 02/2020 | 04/2020 |
| Woodside Investment Counsel Llc | Kensington | MD | 04/2020 | 08/2021 |
| Harborside Sales Group, Llc | Baltimore | MD | 07/2021 | 10/2021 |
| Foreside Fund Services, Llc | Baltimore | MD | 09/2021 | 10/2021 |
| Potomac Fund Management, Inc. | Bethesda | MD | 12/2025 | Present |
| Akkodis (Modis) | Columbia | MD | 12/2021 | 05/2022 |
| Kinect | Culver City | CA | 05/2022 | 07/2023 |
| Landon School | Bethesda | MD | 08/2023 | 07/2025 |
| Cyntrica | Rockville | MD | 10/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-23 |
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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