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Advisor at POTOMAC WEALTH STRATEGIES, LLC
ALEXANDRIA, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| POTOMAC WEALTH STRATEGIES, LLC | State registered | Dec 8, 2009 | n/a | yes | ALEXANDRIA, VA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Dec 21, 2009 | no | WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Dec 7, 2005 | Jan 1, 2008 | no | WASHINGTON, DC|WASHINGTON, DC|ST. LOUIS, MO | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jun 27, 2002 | Aug 29, 2005 | no | VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | POTOMAC WEALTH STRATEGIES, LLC | Dec 21, 2009 | Dec 8, 2009 | -13 | Firm change | Wirehouse to state RIA |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | A. G. EDWARDS & SONS, INC. | Aug 29, 2005 | Dec 7, 2005 | 100 | Firm change | Other |