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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-07 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 02/2018 | 09/2019 |
| Techsea International Inc. | Seattle | WA | 06/2015 | 11/2017 |
| Crested Butte Mountain Resort (Woodstone Grill) | Crested Butte | MD | 11/2016 | 04/2017 |
| Bank Of America, N.A. | Hunt Valley | MD | 04/2018 | 09/2019 |
| T Rowe Price | Owings Mills | MD | 03/2021 | 11/2021 |
| Unemployed | Glen Burnie | MD | 10/2019 | 02/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 11/2021 | 07/2022 |
| Unemployed | Baltimore | MD | 12/2017 | 01/2018 |
| Bank Of America, N.A. | Hunt Valley | MD | 05/2022 | 07/2022 |
| Empower Retirement | Denver | CO | 08/2022 | 10/2023 |
| Columbia Montessori School | Columbia | MD | 08/2023 | 04/2025 |
| Potomac Fund Management, Inc. | Bethesda | MD | 04/2025 | Present |
| Paralel Distributors Llc | Denver | CO | 10/2025 | Present |
Potomac Fund Management, Investment related, 7373 Wisconsin Ave, Suite 750, Bethesda, MD, 20814, Investment Advisor, Internal Wholesaler, start date 4/28/202hours per month, 160 hours during trading, promote Potomac investment offerings to advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
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