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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-23 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 05/2025 | 07/2026 |
| The Heights School | Potomac | MD | 09/2017 | 05/2021 |
| Skidmore College | Saratoga Springs | NY | 05/2021 | 05/2025 |
| Unemployed | Washington Dc | DC | 01/2014 | 09/2017 |
| Potomac Fund Management, Inc. | Bethesda | MD | 07/2026 | Present |
| Paralel Distributors Llc | Denver | CO | 08/2026 | Present |
Potomac Fund Management; Investment Related; 7373 Wisconsin Ave, Suite 750 Bethesda MD 20814; Internal Sales; Start Date: 07/20/2026; 160 hours/month & 135 hours/month during trading; Wholesale promotion of Potomac's strategies and products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-18 |
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