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Thomas Kabrick Porta

Porta Investment Management

Vallejo, CA

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Current Employers
Porta Investment Management

1410 Georgia St., Vallejo, CA 94590-5706 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-20
  • CA RA
    APPROVED
    Since 2023-09-20

Branch Locations

1410 Georgia St., Vallejo, CA 94590-5706 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomas K. Porta Dba Porta Investment Management Vallejo CA 01/1990 Present
  • 01/1990 → Present
    Thomas K. Porta Dba Porta Investment Management
    Vallejo, CA
Other Businesses

CPA, Estate Planning, Real Estate Broker.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1991-03-06
  • S63 Uniform Securities Agent State Law Examination
    1991-03-06
Designations

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

KAREN DE LA REA LEE
SALLY PIKWAN LOUIE
DIANNE FRANCINE JONES
RICHARD PATTON SCHULTZ
DAVID RODRIGUEZ CRUZ
JEFFREY NGO
JACK DOUGLAS MILLER
ALICIA ELDER COOK

Other Offices

J.P. MORGAN SECURITIES LLC · VALLEJO, CA
LPL FINANCIAL LLC · VALLEJO, CA
LPL FINANCIAL LLC · VALLEJO, CA
LINCOLN INVESTMENT · VALLEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · VALLEJO, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Vallejo, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · VALLEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VALLEJO, CA

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