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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 |
|---|---|---|---|
| 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 |
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
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.
| 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 |
Peak American Financial Group; investment-related; 2800 North Dallas Parkway, #360, Plano, TX; insurance sales; Seminar Advisor; started June 2015.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-25 |
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