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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-07 |
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 |
|---|---|---|---|---|
| Paralel Distributors Llc | Denver | CO | 05/2026 | Present |
| Pgr Solutions | Campbell | CA | 03/2016 | 08/2019 |
| Vita Advisory Solutions | Texarkana | TX | 10/2019 | 12/2020 |
| True North Wealth Strategies, Llc | Texarkana | TX | 09/2020 | 11/2020 |
| Flexible Plan Investments, Ltd. | Bloomfield Hills | MI | 12/2020 | 05/2022 |
| True North Wealth Strategies, Llc | Texarkana | TX | 06/2022 | 10/2022 |
| Potomac Fund Management | Bethesda | MD | 11/2022 | Present |
| Arbor Court Capital, Llc | Broadview Heights | OH | 04/2025 | 10/2025 |
Potomac Fund Management, Inc.; Investment Related; 7373 Wisconsin Suite 750, Bethesda, MD 20814; Director of External Sales; Start Date 10/03/2022; 175 hours per month/130 hours per month during trading; Hire and manage the activities of the external sales team. Manage and monitor the external sales teams' expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-16 |
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