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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-22 |
| TX | RA | APPROVED_RES | 2025-09-04 |
Branch Locations
610 E Zack Street Ste 110, Tampa, FL 33602 • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Orlando | FL | 03/2011 | 09/2020 |
| Portfolio Medics, Llc | Bonita Springs | FL | 09/2020 | 05/2022 |
| Lincoln Investment | Fort Washington | PA | 05/2022 | 09/2025 |
| Capital Analysts | Fort Washginton | PA | 05/2022 | 09/2025 |
| Excel Financial And Tax Services | Tampa | FL | 03/2014 | Present |
| Portfolio Medics | Bonita Springs | FL | 09/2025 | Present |
| Healthcare Transportation Llc | Tampa | FL | 03/2022 | Present |
ORACLE TAX SERVICES, LLC DBA EXCEL FINANCIAL AND TAX SERVICES POSITION: 100% Owner, and Managing Member NATURE: Full Service Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/18/2014 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Accounting and managing partner duties ORACLE FINANCIAL SERVICES, LLC DBA EXCEL FINANCIAL & TAX SERVICES POSITION: Managing Partner & Agent NATURE: Insurance: Disability, Life, LTC, Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2014 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Sales and Services HEALTHCARE TRANSPORTATION, LLC POSITION: Managing Partner, Chief Financial Officer NATURE: Non-Emergency Medical Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/24/2018 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Supervisory duties ORACLE CONSULTING SERVICES, LLC DBA EXCEL NOTARY PROS POSITION: Managing Partner NATURE: Notary and Document Preparation Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 610 E Zack St, Ste 110, Tampa FL 33602, United States DESCRIPTION: Supervisory duties Healthcare TRANSPORTATION, LLC POSITION: Member. NATURE: Non-Emergency Medical Transportation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2021 ADDRESS: 26719 Middleground Loop, Wesley Chapel FL 33544, United States DESCRIPTION: Supervisory. Accounting done through my accounting firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-23 |
| S66 | Uniform Combined State Law Examination | 2005-07-28 |
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