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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-30 |
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 |
|---|---|---|---|---|
| Courtyard Café | Santa Barbara | CA | 08/2013 | 06/2017 |
| Zeta Beta Tau Fraternity | Indianapolis | IN | 06/2017 | 09/2018 |
| Giving To Warwick | Conventry | 09/2018 | 09/2019 | |
| Dialoguedirect | Washington | DC | 09/2019 | 04/2020 |
| Unemployed | Washington | DC | 04/2020 | 10/2020 |
| Newday Usa | Fulton | MD | 10/2020 | 10/2022 |
| Hearsay Systems | Washington | DC | 10/2022 | 06/2023 |
| George Washington University | Washington | DC | 06/2023 | 06/2025 |
| Potomac Fund Management, Inc. | Bethesda | MD | 06/2025 | Present |
| Paralel Distributors Llc | Denver | CO | 10/2025 | Present |
Potomac Fund Management, Investment Related, Internal Sales, start date 6/1/2025, 7330 Wisconsin Ave Ste 750, Bethesda, MD 20814, 160 hours per month/160 hours per month during trading hours. wholesale Potomac investment offerings to advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
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