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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 2024-10-02
  • FL RA
    APPROVED
    Since 2024-10-02

Branch Locations

Parrish, FL • United States

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • 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
Portfolio Medics Bonita Springs FL 09/2024 Present
Bayfront Wealth And Insurance, Llc Parrish FL 08/2024 Present
Red River Chantilly VA 08/2023 08/2024
Emc Corporation Tysons Corner VA 12/2021 08/2023
Nutanix Inc Tysons Corner VA 12/2020 12/2021
Riverbed Technology Reston VA 01/2010 12/2020
Bayfront Tax And Accounting Dba Liberty Tax Parrish FL 12/2024 Present
  • 09/2024 → Present
    Portfolio Medics
    Bonita Springs, FL
  • 08/2024 → Present
    Bayfront Wealth And Insurance, Llc
    Parrish, FL
  • 08/2023 → 08/2024
    Red River
    Chantilly, VA
  • 12/2021 → 08/2023
    Emc Corporation
    Tysons Corner, VA
  • 12/2020 → 12/2021
    Nutanix Inc
    Tysons Corner, VA
  • 01/2010 → 12/2020
    Riverbed Technology
    Reston, VA
  • 12/2024 → Present
    Bayfront Tax And Accounting Dba Liberty Tax
    Parrish, FL
Other Businesses

Mr. Stuber has the following Outside Business Activity. 1. He is an independent Insurance Agent through Bayfront Wealth and Insurance. In this role he provides insurance services including transactions in annuities to individuals. He spends approximately 10 hours a week in this endeavor. 2. Owner, Bayfront Tax and Accounting, DBA Liberty Tax. In this role Mr. Stuber provides accounting services to individuals and businesses. He spends approximately 20 hours a month in this activity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-04
  • S65 Uniform Investment Adviser Law Examination
    2024-09-04

View on SEC IAPD

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