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Richard Perez

Portfolio Medics, LLC

Miami, FL

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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-12-08
  • FL RA
    APPROVED
    Since 2020-12-08

Branch Locations

9485 Southwest 72Nd Street Suite A224, Miami, FL 33173 • 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
Axa Advisors, Llc New York NY 09/2018 07/2020
Self Employed Miami FL 11/2017 08/2018
Auto 7, Inc. Hollywood FL 07/2002 10/2017
Lpl Financial Llc Miami FL 07/2020 11/2020
Portfolio Medics, Llc Bonita Springs FL 11/2020 Present
  • 09/2018 → 07/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2017 → 08/2018
    Self Employed
    Miami, FL
  • 07/2002 → 10/2017
    Auto 7, Inc.
    Hollywood, FL
  • 07/2020 → 11/2020
    Lpl Financial Llc
    Miami, FL
  • 11/2020 → Present
    Portfolio Medics, Llc
    Bonita Springs, FL
Previous Registrations
Other Businesses

1)7/24/2020- Cousin Richie Enterprises, LLC -Other - Business Owner/ Online sales, writing tutor- Non-Inv. Related- Miami, FL- 10hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-22
  • S66 Uniform Combined State Law Examination
    2019-08-22
Other Names
  • Richard Joe Perez
  • Richard Perez

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
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