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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-08-20 |
| FL | RA | APPROVED | 2014-04-11 |
| OH | RA | APPROVED | 2014-03-13 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics, Llc | Bonita Springs | FL | 01/2014 | Present |
| Mark Fenton | Naples | FL | 07/2009 | Present |
INDEPENDENT INSURANCE AGENT; NAPLES, FL, SELF EMPLOYED; STARTED 7/2009; PAID VIA COMMISSIONS FROM VARIOUS INSURANCE COMPANIES; SELL FIXED INSURANCE PRODUCTS, INCLUDING EQUITY INDEXED ANNUITIES; 10 HRS/MONTH, 1 HR/DAY DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-10 |
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