Potomac Advisors, Inc.
California
Registered In
12/24/2018
Incorp. Date
Foreign
Registration Type
Florida
Foreign Jurisdiction
Company Summary
Potomac Advisors, Inc. at 7215 Teal Creek Gln, Lakewood Ranch, FL 34202 lists Richard Matthew Paul of Lakewood Ranch, FL as the associate.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Out of State - Stock
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Florida
Search Other Resources
People
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Meghan Summers Paul
Individual Agent
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12838 SHORT AVE, LOS ANGELES, CA 90066
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Richard Matthew Paul
CEO
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7215 TEAL CREEK GLN, LAKEWOOD RANCH, FL 34202
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Richard Matthew Paul
Chief Financial Officer
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7215 TEAL CREEK GLN, LAKEWOOD RANCH, FL 34202
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Richard Matthew Paul
Secretary
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7215 TEAL CREEK GLN, LAKEWOOD RANCH, FL 34202
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Showing current associates only (4 of 5 total associates). Create a free account to see the full associate history
Map & Locations
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7215 TEAL CREEK GLN, LAKEWOOD RANCH, FL 34202
(Mailing)
View Map
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Financials
Financial Information for Potomac Advisors, Inc.
Form 5500
POTOMAC ADVISORS, INC.
7215 Teal Creek Glen, Lakewood Ranch, FL 34202 (941) 870-3426 EIN:20-0406966 Plan Admin:Tamara Farmer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePOTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,380,945 / $1,377,987 | 2022 | POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002 | 2 / 2 | $1,380,945 / $1,377,987 |
| 2022 | Plan NamePOTOMAC ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$380,228 / $385,906 | 2022 | POTOMAC ADVISORS, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $380,228 / $385,906 |
| 2021 | Plan NamePOTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,088,511 / $1,380,945 | 2021 | POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002 | 2 / 2 | $1,088,511 / $1,380,945 |
| 2021 | Plan NamePOTOMAC ADVISORS, INC. 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$252,725 / $380,228 | 2021 | POTOMAC ADVISORS, INC. 401(K) PLAN - Plan #001 | 2 / 2 | $252,725 / $380,228 |
| 2020 | Plan NamePOTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$873,059 / $1,088,511 | 2020 | POTOMAC ADVISORS, INC. DEFINED BENEFIT PLAN - Plan #002 | 2 / 2 | $873,059 / $1,088,511 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
POTOMAC ADVISORS INCORPORATED
7215 Teal Creek Glen, Lakewood Ranch, FL 34202| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 05/03/2020 | Approved$119,402 Forgiven$120,524 LenderWells Fargo Bank, National Association Jobs3 | 05/03/2020 | $119,402 | $120,524 | Wells Fargo Bank, National Association | 3 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Potomac Advisors, Inc..
Registered in Florida
|
Lakewood Ranch, FL | View Report | |
|
Potomac Capital Advisors, Inc.
Registered in Massachusetts
|
Brookline, MA Needham, MA (1 more) | View Report | |
|
Potomac Financial Advisors, Inc.
Registered in Pennsylvania
|
Phila, PA | View Report | |
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First Potomac Advisors Inc.
Registered in Virginia
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Virginia | View Report | |
|
First Potomac Advisors Inc.
Registered in Virginia
|
Virginia | View Report | |
|
Potomac Advisors Inc.
Registered in Virginia
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Virginia | View Report | |
|
Potomac Advisors Inc.
Registered in Virginia
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Virginia | View Report | |
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Potomac Investment Advisors Inc.
Registered in Virginia
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Virginia | View Report | |
|
Potomac Investment Advisors Inc.
Registered in Virginia
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Virginia | View Report | |
|
Potomac Investment Advisors, Inc.
Registered in Florida
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Delray Beach, FL Tallahassee, FL | View Report | |
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Potomac Realty Advisors, Inc.
Registered in Virginia
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Mclean, VA | View Report |
Address Match:7215 Teal Creek Gln Lakewood Ranch, FL
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Triple Creek Mountain Properties, LLC
Registered in North Carolina
|
Cashiers, NC Lakewood Ranch, FL | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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