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Geryl Werner Winterowd

Portfolio Medics, LLC

Bonita Springs, FL

Round Rock, TX

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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-29
  • TX RA
    APPROVED
    Since 2016-04-29

Branch Locations

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

1508 Weiskopf Loop, Round Rock, TX 78664 • 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 04/2016 Present
Maxim Integrated Productions Austin TX 12/2011 Present
  • 04/2016 → Present
    Portfolio Medics, Llc
    Bonita Springs, FL
  • 12/2011 → Present
    Maxim Integrated Productions
    Austin, TX
Other Businesses

Maxim Integrated Productions, Non Investment-Related, Austin TX, Technology Company, IT Director, 12/2011, 40 Hrs/Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-28
  • S65 Uniform Investment Adviser Law Examination
    2016-03-28

View on SEC IAPD

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PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
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VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
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