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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-21 |
Branch Locations
7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Garden Grove, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Campaigns | Newport Beach | CA | 05/2015 | 07/2017 |
| Uc Irvine | Irvine | CA | 09/2013 | 06/2017 |
| Axa Advisors, Llc | Irvine | CA | 09/2017 | 03/2018 |
| Edward Jones | Irvine | CA | 05/2018 | 11/2018 |
| Ohio National Financial Services | Orange | CA | 01/2019 | 01/2020 |
| Wright Fund Management, Llc | Santa Monica | CA | 01/2020 | 10/2021 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 04/2020 | 10/2021 |
| Sierra Investment Management | Santa Monica | CA | 01/2020 | 10/2021 |
| Pacific Oak Capital Markets | Costa Mesa | CA | 12/2021 | 06/2025 |
| Potomac Fund Management, Inc. | Miami | FL | 07/2025 | Present |
| Paralel Distributors Llc | Denver | CO | 10/2025 | Present |
Potomac Fund Management, Investment Related, 7373 Wisconsin Avenue, Suite 750, Bethesda, MD 20814, Investment Advisor, External Sales, Start date 07/07/2025, 160 hours per month/160 hours during trading hours, Driving growth of Potomac's funds and strategies by developing, maintaining and deepening relationships with advisors in Southern California, Nevada and Hawaii.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-21 |
| S66 | Uniform Combined State Law Examination | 2018-01-09 |
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