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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-06 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | San Francisco | CA | 08/2019 | Present |
| Lyft | San Francisco | CA | 04/2019 | 01/2020 |
| Dave Bressoud, Self Employed | Visalia | CA | 10/2012 | 03/2020 |
| Traeger Wood Pellet Grills | Salt Lake City | UT | 06/2015 | 07/2017 |
| Securities America, Inc. | Davis | CA | 04/2020 | 12/2022 |
| Securities America Advisors | Davis | CA | 01/2021 | 12/2022 |
| Various Insurance Firms | Lincoln | CA | 09/1998 | Present |
| Portfolio Medics | Bonita Springs | FL | 07/2025 | Present |
Mr. Bressoud is an independent agent for various insurance firms. In this role he transacts insurance products including annuities. He spends approximately 40 hours a month during market and non-market hours in this endeavor. He is also an Uber driver and works 20 hours a month during market and non-market hours. Last, he is a stand up comedian, he spends approximately 25 hours a week during non-market hours in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-05 |
| S66 | Uniform Combined State Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-17 |
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