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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-08-24 |
| PA | RA | APPROVED | 2020-11-30 |
| TX | RA | APPROVED | 2020-11-30 |
Branch Locations
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
Dillsburg, PA • United States
Manassas, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 11/2006 | 11/2020 |
| Bank Of America, Na | Camp Hill | PA | 12/2009 | 11/2020 |
| Wells Fargo Advisors Financial Network, Llc | Yardley | PA | 11/2020 | Present |
POTOMAC WEALTH MANAGEMENT; INVESTMENT RELATED; DILLSBURG,PA; 100% OWNERSHIP; START DATE 11/30/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.; TRUSTEE FOR POTOMAC WEALTH MANAGEMENT 401K, INV RELATED, DILLSBURG, PA, START: 1/1/2021, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. TRUSTEE FOR POTOMAC WEALTH MANAGEMENT DBP, INV RELATED, DILLSBURG, PA, START: 7/2022, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE DBP. POTOMAC WEALTH MANAGEMENT INVICTA; INVESTMENT RELATED; DILLSBURG,PA; 100% OWNERSHIP; START DATE 1/01/2023; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; S CORP FOR FINET PRACTICE.; PRINCETON HARRIMAN INSURANCE SOLUTIONS, INV RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START: 12/01/2024, 8 HOURS A MONTH, 8 HOURS DURING TRADING, INSURANCE PRACTICE. SOUL TO SOUL RAL HOME, NOT INV RELATED, NEVADA, 100% OWNERSHIP, START 3/31/25, 10 HRS PER MONTH, 0 HRS DURING TRADING, LIVING FACILITY FOR ELDERS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-04 |
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