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7373 Wisconsin Ave. Suite #750, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-12-03 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Vienna | VA | 06/2024 | 11/2024 |
| Northfield Highschool | Denver | CO | 08/2016 | 05/2020 |
| Full Time Student | Colorado Springs | CO | 07/2020 | 05/2024 |
| T. Rowe Price | Colorado Springs | CO | 05/2022 | 08/2022 |
| Trinity Wealth Securities, Llc | Vienna | VA | 09/2024 | 11/2024 |
| Potomac Fund Management, Inc. | Bethesda | MD | 12/2024 | Present |
| Arbor Court Capital, Llc | Broadview Heights | OH | 04/2025 | 10/2025 |
| Paralel Distributors Llc | Denver | CO | 10/2025 | Present |
Potomac Fund Management, Investment Related, 7373 Wisconsin Ave Suite 750 Bethesda MD, 20814, Investment Advisor, Internal Sales, Start date 12/3/2024, 160 per month/160 hours per month during trading, As an Internal Wholesaler, I collaborate with advisors to provide customized portfolio solutions, cutting-edge strategic insights.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-02 |
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