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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-03 |
| TX | RA | APPROVED | 2026-07-03 |
Branch Locations
Springfield, PA • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 06/2026 | Present |
| Porto Financial | Springfield | PA | 02/2025 | Present |
| Vuori | King Of Prussia | PA | 05/2024 | 01/2025 |
| Lumis Consulting | Springfield | PA | 03/2023 | 02/2025 |
| Springfield Country Club | Springfield | PA | 04/2023 | 08/2023 |
| Chipotle | Springfield | PA | 02/2023 | 06/2023 |
| Trev Customs | Springfield | PA | 06/2022 | 01/2025 |
| Moser Homes | Malvern | PA | 06/2022 | 08/2022 |
| Newtown Edgmont Little League | Newtown Square | PA | 09/2021 | 10/2022 |
| Student | Springfiled | PA | 06/2016 | 06/2022 |
He is an independent insurance agent through Porto Financial. In this role he transacts in insurance products including annuities for individuals. He spends approximately 30 hours a week during market and non-market hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-29 |
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