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Current Employers
Portfolio Advisors, Inc.

7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-16
CA RA APPROVED 2008-07-23
  • TX RA
    APPROVED
    Since 2023-02-16
  • CA RA
    APPROVED
    Since 2008-07-23

Branch Locations

7571 N. Remington Ave., Ste. 105, Fresno, CA 93711-5799 • United States

7571 N. Remington Ave Suite 105, Fresno, CA 93711 • 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 Advisors, Inc. Fresno CA 07/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-22
  • S65 Uniform Investment Adviser Law Examination
    2008-07-22
Designations

View on SEC IAPD

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