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Advisor at POTOMAC
Hot Springs Village, AR | 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 23, 2025 | n/a | yes | Hot Springs Village, AR|BETHESDA, MD | Current employment |
| VSR ADVISORY SERVICES | Former SEC adviser | Jan 23, 2004 | Sep 8, 2015 | no | OVERLAND PK, KS|OVERLAND PARK, KS|OVERLAND PARK, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VSR ADVISORY SERVICES | Potomac | Sep 8, 2015 | Dec 23, 2025 | 3,759 | Firm change after gap | Other |