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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-25 |
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 |
|---|---|---|---|---|
| Potomac Fund Management, Inc. | Bethesda | MD | 06/2026 | Present |
| Heritage Financial Consultants | Cockeysville | MD | 09/2025 | 05/2026 |
| Aldi | Sykesville | MD | 11/2023 | 03/2024 |
| Gladiators Pizza And Deli | Glenelg | MD | 05/2022 | 08/2022 |
| Walnut Springs Nursery | Glenwood | MD | 04/2020 | 05/2021 |
| Towson University | Towson | MD | 08/2021 | 05/2026 |
| High / Middle School | Glenelg | MD | 08/2014 | 06/2021 |
| Paralel Distributors Llc | Denver | CO | 07/2026 | Present |
Potomac Fund Management; Investment Related; 7373 Wisconsin Avenuem Suite 750, Bethesda, MD 20814; Sales Associate; Start Date: 06/15/2026; 160 hour/month and 130 hours/month during trading; Representing Potomac fund management in the process of internally wholesaling their products by setting up meetings and connecting with advisors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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