Inactive

Derek L Bough

Portfolio Medics, LLC

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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-03
IA	RA	APPROVED	2024-04-11

CA RA
APPROVED

Since 2025-01-03
IA RA
APPROVED

Since 2024-04-11

Branch Locations

Carlsbad, CA • 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

Organization	City	State	From	To
Think Spending, Llc	Des Moines	IA	04/2012	12/2018
Investment Advisor Alliance	Oradell	NJ	08/2018	02/2021
Investment Advisor Group	Hancock	NY	02/2021	04/2024
Portfolio Medics	Bonita Springs	FL	04/2024	Present
Uber, Lyft, Doordash	Des Moines	IA	06/2017	Present

04/2012 → 12/2018

Think Spending, Llc

Des Moines, IA
08/2018 → 02/2021

Investment Advisor Alliance

Oradell, NJ
02/2021 → 04/2024

Investment Advisor Group

Hancock, NY
04/2024 → Present

Portfolio Medics

Bonita Springs, FL
06/2017 → Present

Uber, Lyft, Doordash

Des Moines, IA

Previous Registrations

2018-09-04 → 2021-02-25

Keeler & Co., Llc

Des Moines, IA
2012-04-23 → 2018-12-31

Think Spending, Llc

Des Moines, IA
2011-07-12 → 2012-06-13

Successful Resource Management, Ltd.

Johnston, IA

Other Businesses

Rideshare delivery driver, spends approximately 40 hours a month during market and non-market hours in this activity

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-29

S65 Uniform Investment Adviser Law Examination

2024-03-29

View on SEC IAPD

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