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POTOMAC ADVISORS, INC.

· CRD 131070 · IAPD ↗ · potomacadvisorsinc.com · 941-870-3426

$17.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — POTOMAC ADVISORS, INC. (location n/a) left the SEC roster (was $17.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.