John William Woodside Wiegmann
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- PotomacDec 2025 to now
- Potomac Fund Management, Inc.Dec 2025 to now
- CyntricaOct 2025 to Dec 2025
- Landon SchoolAug 2023 to Jul 2025
- KinectMay 2022 to Jul 2023
- Akkodis (modis)Dec 2021 to May 2022
- Foreside Fund Services, LLCSep 2021 to Oct 2021
- Harborside Sales Group, LLCJul 2021 to Oct 2021
- Woodside Investment Counsel LLCApr 2020 to Aug 2021
- HomeFeb 2020 to Apr 2020
- Sullivan, Bruyette, Speros & Blayney, LLCDec 2018 to Feb 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2018
- Wells Fargo Advisors, LLCAug 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
Potomac
Legal name: Potomac Fund Management Inc
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6511864
- 105413