Matthew Clement Hepburn

Current Employers

Portfolio Medics, Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2024-08-08
OH	RA	APPROVED	2024-07-22
PA	RA	APPROVED	2024-07-22
CT	RA	APPROVED	2024-07-19
TX	RA	APPROVED_RES	2024-07-19

NJ RA
APPROVED

Since 2024-08-08
OH RA
APPROVED

Since 2024-07-22
PA RA
APPROVED

Since 2024-07-22
CT RA
APPROVED

Since 2024-07-19
TX RA
APPROVED_RES

Since 2024-07-19

Branch Locations

237 W Lancaster Avenue Suite 100, Devon, PA 19333 • United States

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

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Peak American Financial Group, Inc.	Plano	TX	06/2015	Present
Peak American Investment Advisors, Inc.	Plano	TX	07/2019	07/2024
Portfolio Medics	Bonita Springs	FL	07/2024	Present

06/2015 → Present

Peak American Financial Group, Inc.

Plano, TX
07/2019 → 07/2024

Peak American Investment Advisors, Inc.

Plano, TX
07/2024 → Present

Portfolio Medics

Bonita Springs, FL

Previous Registrations

2019-07-12 → 2024-07-19

Peak American Investment Advisors, Inc.

Plano, TX

Jamison, PA

Newtown Square, PA

Other Businesses

Peak American Financial Group; investment-related; 2800 North Dallas Parkway, #360, Plano, TX; insurance sales; Seminar Advisor; started June 2015.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-25

S65 Uniform Investment Adviser Law Examination

2019-06-25

Other Names

Matt Hepburn

View on SEC IAPD