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Current Employers
Portus Capital Management, Llc

215 Ward Circle, Suite 107, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-24
MD RA APPROVED 2023-10-25
TN RA APPROVED 2016-11-16
  • TX RA
    APPROVED_RES
    Since 2025-12-24
  • MD RA
    APPROVED
    Since 2023-10-25
  • TN RA
    APPROVED
    Since 2016-11-16

Branch Locations

215 Ward Circle, Suite 107, Brentwood, TN 37027 • United States

9604 Weshire Drive, Upper Marlboro, MD 20774 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 10/2010 10/2020
Pks Advisory Services, Llc Albany NY 10/2010 10/2020
Portus Capital Management, Llc Brentwood TN 11/2016 Present
Previous Registrations
  • 2010-10-05 → 2020-10-09
    Brentwood, TN
    Albany, NY
    Brentwood, TN
  • 2009-04-20 → 2010-10-01
    Woodbury Financial Services, Inc.
    Brentwood, TN
  • 2006-03-01 → 2009-01-15
    Stockton, CA
    Elk Grove, CA
    Stockton, CA
    Stockton, CA
    Manteca, CA
    Lodi, CA
    Galt, CA
Other Businesses

1. BLUE CROSS BLUE SHIELD OF TN, FINANCIAL PRODUCTS, 7101 EXECUTIVE CENTER DRIVE, BLDG 5, STE 175 BRENTWOOD TN, 37027, NOT INVESTMENT RELATED, HEALTH INSURANCE SALES AGNE 09/2010 5 HRS PER MONTH. ADVISE CLIENTS; 2. JASON GRUBBS CPA; NO; 7101 EXECUTIVE CETNER DRIVE, BLDG 5, STE 175 BRENTWOOD, TN 37027; TAX PLANNING; SOLICITOR; 10/26/10; 5HRS; 5HRS; SOLICITING MY INSURANCE AND INVESTMENT CLIENTS TO DO BUSINESS WITH HIM. 3) Air BnB rental-Not investment related-610 Merritt #120, Nashville, TN 37023-Rental of residence-Owner-5 hrs/mth-5 during trading hrs-Rents residence for a per night rate. 4. Medicare Advantage and Supplemental Plan Sales. Not Investment Related. 1241 Martin Street, Nashville, TN 37203. Insurance Sales. Agent. 07/2017. 10 Hrs/Mo; 5 During Trading Hours. Selling Medicare Advantage and Supplemental Plans. 5. Nick Elovitz is a Sole Proprietor at Nick Elovitz Real Estate, LLC; Investment Related: No; Location: 9604 Weshire Drive UPPER MARLBORO Maryland 20774-2701; Description of the business: Purchasing, rehabilitating; selling real estate properties; Start date: 2024-10-16; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25; Contact person at the organization: Nick Elovitz. 6. Nick Elovitz Substitute Teacher; Investment related: No; Location: 9604 Weshire Drive Upper Marlboro Maryland 20774; Start date: 2024-04-08; Description: Substitute teaching at my daughters Catholic school; Duties: teaching Catholic curriculum; Hours per month devoted to business during trading hours: 6.5; Hours per month devoted to business outside trading hours: 1.5; Percentage of total yearly compensation expected to be derived from the business: 1; Website address for the organization: https://www.arlingtondiocese.org/.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-11-21
  • S66 Uniform Combined State Law Examination
    2001-11-21
Other Names
  • Nicholas L Elovitz
  • Nick Elovitz
  • Nicholas Loran Elovitz

View on SEC IAPD

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