Mark J. Palamaras

POTOMAC ADVISORS

Las Vegas, NV

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CRD#: 2165182

Professional summary

Mark James Palamaras JR, who also goes by Mark Palamaras, is a registered financial advisor currently at POTOMAC ADVISORS, INC. located in Las Vegas, Nevada.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mark has worked at 2 firms and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Palamaras

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Palamaras is a business consultant for Palamaras Consulting. In this role he provides business and technology support for Registered Investment Advisors. He spends approximately 20 hours a month during market and non-market hours in this endeavor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark James Palamaras JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 25, 2024 - Present

POTOMAC ADVISORS, INC.

RIA

CRD#: 131070

Las Vegas, NV

Past

November 13, 2023 - February 20, 2024

POTOMAC ADVISORS, INC.

RIA

CRD#: 131070

Las Vegas, NV

Past

February 24, 2022 - April 27, 2022

POTOMAC ADVISORS, INC.

RIA

CRD#: 131070

Las Vegas, NV

Past

February 26, 2004 - September 16, 2020

POTOMAC

RIA

CRD#: 105413

EASTON, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(9/25/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/1991

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 7/18/1991

Non-Member General Securities Examination

Current Firm

POTOMAC ADVISORS, INC.

CRD#: 131070 / SEC#: 801-118200

RIA

Registered Investment Advisory firm - (2/20/2024 Terminated)

Florida

Registered Investment Advisory firm - (2/15/2024 Approved)

Idaho

Registered Investment Advisory firm - (9/25/2024 Approved)

Maryland

Registered Investment Advisory firm - (4/13/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Lakewood Ranch, FL

Mailing Address

Phone number

(941) 870-3426

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 19,360,702

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mark J. Palamaras

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark James Palamaras JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

POTOMAC ADVISORS, INC.

POTOMAC ADVISORS, INC.

POTOMAC ADVISORS, INC.

POTOMAC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/1991

Series 2

Date: 7/18/1991

Current Firm

POTOMAC ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POTOMAC ADVISORS, INC.

TRUST BUT VERIFY

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