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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-06 |
Branch Locations
7373 Wisconsin Avenue Suite 750, Bethesda, MD 20814 • United States
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 |
|---|---|---|---|---|
| Paralel Distributors Llc | Denver | CO | 05/2026 | Present |
| Potomac Fund Management, Inc. | Bethesda | MD | 07/2025 | Present |
| Georgetown University | Washington | DC | 08/2021 | 05/2025 |
| Westlake High School | Westlake Village | CA | 08/2017 | 08/2021 |
| Los Cerritos Middle School | Thousand Oaks | CA | 08/2014 | 08/2017 |
Potomac Fund Management, INC.; Investment Related; 7373 Wisconsin Ave, Suite 750, Bethesda, MD, 20814; Internal Wholesaler; Start Date: 07/07/2025; 180 hours per month/130 hours per month during trading; manage territory with outbound outreach to financial advisors, discuss products, and work with external to bring in new business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2025-09-06 |
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