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Inactive

Maria Colette Wagner

Portfolio Medics, LLC

Clermont, FL

Bonita Springs, FL

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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 2025-05-14
  • FL RA
    APPROVED
    Since 2025-05-14

Branch Locations

Clermont, 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
Crowe Chicago IL 06/2012 08/2019
Retired Clermont FL 08/2019 02/2025
Portfolio Medics Bonita Springs FL 02/2025 Present
  • 06/2012 → 08/2019
    Crowe
    Chicago, IL
  • 08/2019 → 02/2025
    Retired
    Clermont, FL
  • 02/2025 → Present
    Portfolio Medics
    Bonita Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-11
  • S65 Uniform Investment Adviser Law Examination
    2025-03-11
Other Names
  • Colette Wagner

View on SEC IAPD

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