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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-06
  • NC RA
    APPROVED
    Since 2026-07-06

Branch Locations

High Point, NC • 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
OrganizationCityStateFromTo
Thrivent Investment Management Inc. High Point NC 02/2025 06/2026
The Auto Club Group Tampa FL 01/2025 03/2025
The Auto Club Group Greensboro NC 03/2024 11/2024
Phillip Robinson All State Charlotte NC 02/2024 03/2024
John Wagner State Farm Greensboro NC 09/2023 01/2024
Ailm Financial High Point NC 07/2022 03/2024
Macedonia Baptist Church Fayetteville NC 03/2022 05/2022
First Baptist Church Of Archdale Dba Joy Community Fellowship High Point NC 08/2019 03/2022
Burke International Tours Maiden NC 09/2018 08/2019
Southern Senior Network Hickory NC 11/2017 08/2019
Southern Senior Network Hickory NC 07/2015 11/2017
Self-Employed Insurance Agent Hickory NC 01/2002 04/2025
Thrivent Financial Appleton WI 09/2025 06/2026
Portfolio Medics Bonita Springs FL 07/2026 Present
Revolution Worship Highpoint NC 09/2022 Present
Multiple Insurance Firms High Point NC 05/2025 Present
  • 02/2025 → 06/2026
    High Point, NC
  • 01/2025 → 03/2025
    The Auto Club Group
    Tampa, FL
  • 03/2024 → 11/2024
    The Auto Club Group
    Greensboro, NC
  • 02/2024 → 03/2024
    Phillip Robinson All State
    Charlotte, NC
  • 09/2023 → 01/2024
    John Wagner State Farm
    Greensboro, NC
  • 07/2022 → 03/2024
    Ailm Financial
    High Point, NC
  • 03/2022 → 05/2022
    Macedonia Baptist Church
    Fayetteville, NC
  • 08/2019 → 03/2022
    First Baptist Church Of Archdale Dba Joy Community Fellowship
    High Point, NC
  • 09/2018 → 08/2019
    Burke International Tours
    Maiden, NC
  • 11/2017 → 08/2019
    Southern Senior Network
    Hickory, NC
  • 07/2015 → 11/2017
    Southern Senior Network
    Hickory, NC
  • 01/2002 → 04/2025
    Self-Employed Insurance Agent
    Hickory, NC
  • 09/2025 → 06/2026
    Thrivent Financial
    Appleton, WI
  • 07/2026 → Present
    Portfolio Medics
    Bonita Springs, FL
  • 09/2022 → Present
    Revolution Worship
    Highpoint, NC
  • 05/2025 → Present
    Multiple Insurance Firms
    High Point, NC
Previous Registrations
Other Businesses

Independent Insurance Agent for multiple insurance agencies. In this role he transacts in insurance products including annuities. He spends approximately 20 hours a week during market and non-market hours in this endeavor. REVOLUTION WORSHIP POSITION: Pastor NATURE: Its a church INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2022 ADDRESS: 304 Greenoak dr, Archdale NC 27263, United States DESCRIPTION: I preach and minister to the members of Revolution Worship.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-08
S63 Uniform Securities Agent State Law Examination 2025-07-21
  • S66 Uniform Combined State Law Examination
    2025-08-08
  • S63 Uniform Securities Agent State Law Examination
    2025-07-21

View on SEC IAPD

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