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Investment Adviser Firm Summary

POTOMAC FUND MANAGEMENT INC (CRD# 105413 / SEC# 801-31311)
Alternate Names: INVESTWISE WEALTH MANAGEMENT , POTOMAC FUND MANAGEMENT , POTOMAC FUND MANAGEMENT INC

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 02/04/1988

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Arizona 08/23/1999
Arkansas 01/16/2008
California 08/01/1990
Colorado 01/17/2001
Florida 09/20/1991
Georgia 02/22/2007
Hawaii 03/27/2014
Idaho 03/23/2015
Illinois 07/03/1991
Indiana 04/21/2006
Iowa 02/22/2007
Kansas 04/21/2006
Kentucky 03/22/2016
Louisiana 05/13/2014
Maine 04/21/2006
Maryland 06/21/1991
Massachusetts 01/10/1996
Michigan 12/19/2003
Minnesota 03/23/2015
Missouri 07/06/1993
Nebraska 01/16/2008
New Hampshire 05/13/2014
New Jersey 11/04/1993
New Mexico 03/03/2009
New York 09/21/1999
North Carolina 01/19/2001
Ohio 10/14/1999
Oklahoma 03/23/2015
Oregon 03/23/2015
Pennsylvania 03/23/1993
South Carolina 01/06/2004
South Dakota 03/29/2017
Tennessee 12/20/2003
Texas 01/02/1990
Utah 04/01/2013
Vermont 03/27/2014
Virginia 10/08/1993
Washington 10/02/1995
Wisconsin 03/23/2015

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser