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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-06 |
| MD | RA | APPROVED | 2026-04-01 |
Branch Locations
7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Cle Elum, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | Kent | WA | 02/2012 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 11/2017 | 03/2019 |
| Bank Of America, N.A. | Bellevue | WA | 05/2018 | 03/2019 |
| Advisors Asset Management, Inc | Monument | CO | 03/2019 | 05/2025 |
| Unemployed | Cle Elum | WA | 06/2025 | 08/2025 |
| Cumberland Advisors | Sarasota | FL | 09/2025 | 03/2026 |
| Potomac Fund Management, Inc. | Bethesda | MD | 03/2026 | Present |
| Paralel Distributors Llc | Denver | CO | 06/2026 | Present |
Potomac Fund Management Inc.; Investment Related; 7373 Wisconsin Ave, Ste 750, Bethesda MD 20814; External Sales; Start Date: 3/13/2026; 160 hours per month/ 130 hours per month during trading; Sales of Potomac Funds Strategies and Mutual Funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 1992-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-13 |
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