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737 Walker Rd. Suite 1B, Great Falls, VA 22066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| VA | RA | APPROVED | 2025-11-04 |
Branch Locations
737 Walker Rd. Suite 1B, Great Falls, VA 22066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2016 | 03/2018 |
| Dimensional Fund Advisors | Charlotte | NC | 03/2018 | 08/2025 |
| Potomac Wealth Management Llc | Great Falls | VA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-19 |
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