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Paul Mitchell Tarins

Portfolio Medics, LLC

Winter Park, FL

Bonita Springs, FL

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Current Employers
Portfolio Medics, Llc

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-06-12
  • FL RA
    APPROVED
    Since 2015-06-12

Branch Locations

941 West Morse Boulevard Suite 100, Winter Park, FL 32789 • United States

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • 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
Portfolio Medics, Llc Bonita Springs FL 06/2015 Present
Paul M. Tarins Llc D/B/A Sovereign Retirement Solutions Winter Park FL 10/2013 Present
  • 06/2015 → Present
    Portfolio Medics, Llc
    Bonita Springs, FL
  • 10/2013 → Present
    Paul M. Tarins Llc D/B/A Sovereign Retirement Solutions
    Winter Park, FL
Previous Registrations
Other Businesses

PAUL M. TARINS LLC D/B/A SOVEREIGN RETIREMENT SOLUTIONS, INVESMENT-RELATED, SAME, INDEPENDENT INSURANCE BROKER, 10/2013, 10 HRS/WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-27
S63 Uniform Securities Agent State Law Examination 1998-07-21
  • S65 Uniform Investment Adviser Law Examination
    2013-08-27
  • S63 Uniform Securities Agent State Law Examination
    1998-07-21
Other Names
  • Paul Mitchell Tarins

View on SEC IAPD

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EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
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AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
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PFS INVESTMENTS INC. · WINTER PARK, FL

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