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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 |
|---|---|---|---|---|
| O'BRien Law Firm | Fort Myers | FL | 09/2021 | 04/2024 |
| Bonterra | Washington | DC | 03/2022 | 10/2022 |
| Free State Project | Manchester | NH | 02/2020 | 05/2021 |
| Solo-Traveled The World | Hanoi | 07/2016 | 01/2020 | |
| Unemployed | Bonita Springs | FL | 05/2021 | 09/2021 |
| Suncoast Credit Union | Bonita Springs | FL | 04/2024 | 05/2026 |
| Lpl Financial Llc | Bonita Springs | FL | 04/2024 | 05/2026 |
| Potomac Fund Management, Inc. | Bethesda | MD | 07/2026 | Present |
| Paralel Distributors Llc | Denver | CO | 08/2026 | Present |
Potomac Fund Management, Inc.; Investment Related; 7373 Wisconsin Ave, Suite 750 Bethesda, MD 20814; Internal Sales; Start Date: 07/20/26; 160 hour/month and 135 hours/month during trading; Internal sales promoting Potomac's strategies and funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-29 |
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