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Current Employers
Potomac

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-21
  • CA RA
    APPROVED
    Since 2025-08-21

Branch Locations

7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States

Garden Grove, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2015 → 07/2017
    Capital Campaigns
    Newport Beach, CA
  • 09/2013 → 06/2017
    Uc Irvine
    Irvine, CA
  • 09/2017 → 03/2018
    Axa Advisors, Llc
    Irvine, CA
  • 05/2018 → 11/2018
    Irvine, CA
  • 01/2019 → 01/2020
    Ohio National Financial Services
    Orange, CA
  • 01/2020 → 10/2021
    Wright Fund Management, Llc
    Santa Monica, CA
  • 04/2020 → 10/2021
    Northern Lights Distributors, Llc
    Elkhorn, NE
  • 01/2020 → 10/2021
    Sierra Investment Management
    Santa Monica, CA
  • 12/2021 → 06/2025
    Pacific Oak Capital Markets
    Costa Mesa, CA
  • 07/2025 → Present
    Potomac Fund Management, Inc.
    Miami, FL
  • 10/2025 → Present
    Paralel Distributors Llc
    Denver, CO
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-21
S66 Uniform Combined State Law Examination 2018-01-09
  • S65 Uniform Investment Adviser Law Examination
    2025-08-21
  • S66 Uniform Combined State Law Examination
    2018-01-09

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