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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-17
  • UT RA
    APPROVED
    Since 2025-06-17

Branch Locations

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

145 N Main Street, Central Valley, UT 84754 • 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
Aspen Capital Management Llc St. George UT 01/2020 06/2020
Student St. George UT 08/2019 06/2020
Blm Richfield UT 05/2019 08/2019
Student St. George UT 08/2018 05/2019
Blm Richfield UT 04/2018 08/2018
Petal Lane Richfield UT 10/2017 04/2018
Forest Service Richfield UT 05/2017 08/2017
Big 5 Richfield UT 01/2017 04/2017
El Mexicano Mt. Pleasant UT 09/2016 11/2016
Miller & Co, Cpa Richfield UT 07/2020 12/2020
Cranney Insurance Agency Richfield UT 04/2021 11/2021
Brent Brown Insurance Richfield UT 01/2022 03/2022
Taylor Insurance & Investments Central Valley UT 06/2023 Present
Cove View Golf Course Richfield UT 04/2022 06/2023
Unemployed Central Valley UT 12/2020 04/2021
Unemployed Central Valley UT 11/2021 01/2022
Portfolio Medics Bonita Springs FL 06/2025 Present
Fierce Firearms Central Valley UT 06/2023 Present
  • 01/2020 → 06/2020
    St. George, UT
  • 08/2019 → 06/2020
    Student
    St. George, UT
  • 05/2019 → 08/2019
    Blm
    Richfield, UT
  • 08/2018 → 05/2019
    Student
    St. George, UT
  • 04/2018 → 08/2018
    Blm
    Richfield, UT
  • 10/2017 → 04/2018
    Petal Lane
    Richfield, UT
  • 05/2017 → 08/2017
    Forest Service
    Richfield, UT
  • 01/2017 → 04/2017
    Big 5
    Richfield, UT
  • 09/2016 → 11/2016
    El Mexicano
    Mt. Pleasant, UT
  • 07/2020 → 12/2020
    Miller & Co, Cpa
    Richfield, UT
  • 04/2021 → 11/2021
    Cranney Insurance Agency
    Richfield, UT
  • 01/2022 → 03/2022
    Brent Brown Insurance
    Richfield, UT
  • 06/2023 → Present
    Taylor Insurance & Investments
    Central Valley, UT
  • 04/2022 → 06/2023
    Cove View Golf Course
    Richfield, UT
  • 12/2020 → 04/2021
    Unemployed
    Central Valley, UT
  • 11/2021 → 01/2022
    Unemployed
    Central Valley, UT
  • 06/2025 → Present
    Portfolio Medics
    Bonita Springs, FL
  • 06/2023 → Present
    Fierce Firearms
    Central Valley, UT
Previous Registrations
Other Businesses

Mr. Taylor has the following Outside Business Activities (OBA): Owner, Taylor Insurance and Investments. In this role he transacts in insurance products including annuities for clients. He spends approximately 25 hours a month during market and non-market hours in this business. HR Manager through Fierce Firearms. In this role Mr. Taylor provides HR services for the company. He spends approximately 10 hours a month in this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-30
  • S65 Uniform Investment Adviser Law Examination
    2020-01-30

View on SEC IAPD

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