Best Investors Account Sign in
Inactive

John Parker

Portfolio Medics, LLC

Georgetown, TX

Claim This Profile
Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-08-26
CA RA APPROVED 2024-07-26
CO RA APPROVED 2024-07-26
FL RA APPROVED 2024-07-26
KY RA APPROVED 2024-07-26
NV RA APPROVED 2024-07-26
OK RA APPROVED 2024-07-26
SC RA APPROVED 2024-07-26
UT RA APPROVED 2024-04-10
TX RA APPROVED_RES 2023-12-01
NY RA APPROVED 2023-04-05
DE RA APPROVED 2022-12-15
MA RA APPROVED 2022-04-25
MO RA APPROVED 2022-02-25
NJ RA APPROVED 2022-01-21
OH RA APPROVED 2021-12-20
NC RA APPROVED 2021-12-12
PA RA APPROVED 2021-11-23
  • MN RA
    APPROVED
    Since 2024-08-26
  • CA RA
    APPROVED
    Since 2024-07-26
  • CO RA
    APPROVED
    Since 2024-07-26
  • FL RA
    APPROVED
    Since 2024-07-26
  • KY RA
    APPROVED
    Since 2024-07-26
  • NV RA
    APPROVED
    Since 2024-07-26
  • OK RA
    APPROVED
    Since 2024-07-26
  • SC RA
    APPROVED
    Since 2024-07-26
  • UT RA
    APPROVED
    Since 2024-04-10
  • TX RA
    APPROVED_RES
    Since 2023-12-01
  • NY RA
    APPROVED
    Since 2023-04-05
  • DE RA
    APPROVED
    Since 2022-12-15
  • MA RA
    APPROVED
    Since 2022-04-25
  • MO RA
    APPROVED
    Since 2022-02-25
  • NJ RA
    APPROVED
    Since 2022-01-21
  • OH RA
    APPROVED
    Since 2021-12-20
  • NC RA
    APPROVED
    Since 2021-12-12
  • PA RA
    APPROVED
    Since 2021-11-23

Branch Locations

Georgetown, TX • 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 Bonita Springs FL 08/2021 Present
Strategic Underwriters International Doylestown PA 06/2017 08/2017
Strategic Underwriters International Doylestown PA 06/2018 08/2018
Turnary Usa, Llc Naples FL 02/2020 06/2023
Ioa East Norriton PA 05/2019 08/2019
Student Fort Worth TX 07/2015 12/2020
Unemployed Naples FL 01/2020 02/2020
  • 08/2021 → Present
    Portfolio Medics
    Bonita Springs, FL
  • 06/2017 → 08/2017
    Strategic Underwriters International
    Doylestown, PA
  • 06/2018 → 08/2018
    Strategic Underwriters International
    Doylestown, PA
  • 02/2020 → 06/2023
    Turnary Usa, Llc
    Naples, FL
  • 05/2019 → 08/2019
    Ioa
    East Norriton, PA
  • 07/2015 → 12/2020
    Student
    Fort Worth, TX
  • 01/2020 → 02/2020
    Unemployed
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-10
  • S65 Uniform Investment Adviser Law Examination
    2021-08-10

View on SEC IAPD

More in Georgetown, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor