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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-06 |
Branch Locations
17800 New Hampshire Ave, Ashton, MD 20861-9703 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | St. Petersburg | FL | 02/2009 | 07/2026 |
| Raymond James Financial Services Advisors Inc. | Ashton | MD | 01/2009 | 07/2026 |
| Wike Financial, Llc Dba Potomac Financial Group | Beltsville | MD | 02/2009 | 09/2016 |
| Potomac Financial Group | Calverton | MD | 07/2026 | Present |
| Concurrent Investment Advisors, Llc | Ashton | MD | 07/2026 | Present |
(1) Name of Business: D&E Kelly Services LLC Address: 4061 Powder Mill Road Ste 705, Calverton, MD, 20705, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/24/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for self employment. (2) Name of Business: Potomac Financial Group Address: 4061 Powder Mill Road Ste 705, Calverton, MD, 20705, United States Activity Type: Support Company - Non-Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 06/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: LLC for Provide financial advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-02 |
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