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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-10 |
Branch Locations
5100 Buckeystown Pike Suite 250, Frederick, MD 21704 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Potomac Financial Services Group Llc | Frederick | MD | 11/2002 | Present |
| Capital Portfolio Managemetn, Inc. | Timonium | MD | 10/2013 | 10/2022 |
| Captial Portfolio Management, Inc. | Timonium | MD | 03/2022 | 12/2024 |
| Advisornet Wealth Partners | Minnetonka | MN | 12/2024 | Present |
DIVORCE FINANCIAL SOLUTIONS,INC.same address CERTIFIED DIVORCE FINANCIAL ANALYST NON INVESTMENT RELATED ACCOUNT SUMMARY OF MARITAL PROPERTY FOR DIVORCING COUPLES Including Mediation and expert witness. She spends 3 hours per month on this activity. Potomac Financial Services Group LLC Same address Owner Nov2002 Fixed Insurance and Annuity Sales 100 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-11 |
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