Joshua Bernard Daniel Keevan
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
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- PotomacOct 2026 to now
- Paralel Distributors LLCSep 2026 to now
- Potomac Funds Management, Inc.Aug 2026 to now
- Salve Regina UniversitySep 2025 to now
- Marlboro NissanJun 2026 to Jul 2026
- Unemployed - Full Time Student at Salve Regina UniversityJan 2026 to Jun 2026
- AlkuJun 2025 to Jan 2026
- SNL Sports AcademyOct 2023 to Feb 2024
- University of Massachusetts LowellSep 2021 to May 2025
- UnemployedMay 2021 to Sep 2021
- Phillips Academy AndoverSep 2017 to May 2021
- UnemployedMay 2017 to Sep 2017
- Mountview Middle SchoolSep 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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.
- 8339136
- 105413