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Portfolio Medics, LLC CRD 145958
$780M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-04-01 |
| OH | RA | APPROVED | 2022-03-31 |
| PA | RA | APPROVED | 2022-03-31 |
| TX | RA | APPROVED | 2022-03-30 |
Branch Locations
215 Main Street Suite B, Wintersville, OH 43952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2019 | 03/2022 |
| Franciscan University Of Steubenville | Steubenville | OH | 10/2017 | 01/2019 |
| Katmai Government Services | Brilliant | OH | 09/2016 | 09/2017 |
| Unemployed | Steubenville | OH | 03/2016 | 09/2016 |
| Unemployed | Steubenville | OH | 09/2017 | 10/2017 |
| Portfolio Medics | Bonita Springs | FL | 03/2022 | Present |
Mr. Aborn, is an insurance agent for Millennium Brokerage. He spends approximately 10 hours a month on this activity. In this role Mr. Aborn sells insurance products to clients. He spends approximately 20 hours a month during market and non-market hours on this activity. He is also an Instructor at Eastern Gateway Community College. He will provide instruction for students within the business department. Approximately 10 hours a week will be spent in this endeavor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-16 |
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