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Reading the graph
Advisor at POTOMAC
BETHESDA, MD
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 | Asset manager | Dec 15, 2025 | n/a | yes | BETHESDA, MD | Current employment |
| WOODSIDE INVESTMENT COUNSEL LLC | n/a | Apr 22, 2020 | Aug 4, 2021 | no | Kensington, MD | Previous registration |
| SBSB FINANCIAL ADVISORS | Former SEC adviser | Dec 19, 2018 | Feb 6, 2020 | no | MCLEAN, VA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 22, 2016 | Dec 5, 2018 | no | PHILADELPHIA, PA|BETHESDA, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WOODSIDE INVESTMENT COUNSEL LLC | Potomac | Aug 4, 2021 | Dec 15, 2025 | 1,594 | Firm change after gap | Other |
| SBSB FINANCIAL ADVISORS | WOODSIDE INVESTMENT COUNSEL LLC | Feb 6, 2020 | Apr 22, 2020 | 76 | Firm change | Other |
| WELLS FARGO ADVISORS | SBSB FINANCIAL ADVISORS | Dec 5, 2018 | Dec 19, 2018 | 14 | Firm change | Wirehouse to RIA |