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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-26 |
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 |
|---|---|---|---|---|
| Frost Investment Advisors, Llc | San Antonio | TX | 01/2015 | 01/2021 |
| Axs Investments, Llc | Port Chester | NY | 01/2021 | 08/2022 |
| Imst Distributors, Llc | Portland | ME | 03/2021 | 08/2022 |
| Toews Corporation | Northfield | NJ | 09/2022 | 12/2024 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 10/2022 | 12/2024 |
| Potomac Fund Management, Inc. | Bethesda | MD | 08/2025 | Present |
| Unemployed | Brentwood | TN | 01/2025 | 08/2025 |
| Paralel Distributors Llc | Denver | CO | 12/2025 | Present |
Potomac Fund Management; Investment-related; 7373 Wisconsin Ave. Ste 750, Bethesda, MD 20814; Investment Advisor; External Sales; Start date 8/11/2025, 160 hours per month/160 during trading hours; Wholesale to financial advisors our SMA and Mutual funds
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-10 |
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