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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-22 |
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 |
|---|---|---|---|---|
| Flexible Plan Investments Ltd | Bloomfield Hills | MI | 01/2016 | 07/2022 |
| Ceros Financial Services, Inc. | Rockville | MD | 02/2016 | 07/2022 |
| Assetmark Financial Holdings, Inc. | Rochester | MI | 07/2022 | 12/2024 |
| Assetmark Brokerage, Llc | Rochester | MI | 07/2022 | 11/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2025 | 05/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2025 | 05/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2025 | 05/2025 |
| Potomac Fund Management, Inc. | Bethesda | MD | 09/2025 | Present |
| Paralel Distributors Llc | Denver | CO | 11/2025 | Present |
| Unemployed | Bethesda | MD | 05/2025 | 09/2025 |
Potomac Fund Management, investment related, 7373 Wisconsin Ave., Suite 750 Bethesda, MD 20814, Investment Advisor, National Sales Manager, start date 9/29,hours per month/160 hours per month during trading hours, National Sales Manager - head of all sales activity for the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-29 |
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