Amanda Dorolek

Current Employers

Portfolio Medics, Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-05

NY RA
APPROVED

Since 2026-06-05

Branch Locations

Collins, NY • 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

Organization	City	State	From	To
Portfolio Medics	Bonita Springs	FL	06/2026	Present
Wack Enterprises Dba Sundae Cpa	Sheridan	WY	04/2026	Present
Tax Consulting And Business Development	Elma	NY	06/2023	04/2026
New York State Department Of Taxation And Finance	Buffalo	NY	05/2006	06/2023

06/2026 → Present

Portfolio Medics

Bonita Springs, FL
04/2026 → Present

Wack Enterprises Dba Sundae Cpa

Sheridan, WY
06/2023 → 04/2026

Tax Consulting And Business Development

Elma, NY
05/2006 → 06/2023

New York State Department Of Taxation And Finance

Buffalo, NY

Other Businesses

Ms. Dorolek is also Owner/CPA through WACK Industries (DBA Sundae CPA). In this role she provides online financial education and content, digital products, tax preparation and consulting. She spends approximately 20 hours a week during market and non-market hours in this endeavor

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-06-21
S65	Uniform Investment Adviser Law Examination	2025-05-03

S63 Uniform Securities Agent State Law Examination

2025-06-21
S65 Uniform Investment Adviser Law Examination

2025-05-03