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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Georgetown University | Washington Dc | DC | 01/2013 | Present |
| T.ROwe Price | Baltimore | MD | 11/2017 | 08/2018 |
| Truist Advisory Services, Inc | Atlanta | GA | 09/2018 | 12/2023 |
| Truist Advisory Services, Inc | Mclean | VA | 08/2024 | Present |
Working for Georgetown University as Assistant Adjunct Professor, non investment related business. Address: 37th and O Streets, NW Washington D.C. 20057. I teach one finance course called Investments in Emerging Markets, during off business hours (6:30pm - 9pm) and I allocate approximately 16hrs a month. POTOMAC INVESTMENT MANAGEMENT LLC POSITION: Owner NATURE: An LLC for contractor business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2017 ADDRESS: , ARLINGTON VA , United States DESCRIPTION: I am the owner of this no revenue generating LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-06 |
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