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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 2026-01-23
FL RA APPROVED 2025-12-22
  • NC RA
    APPROVED
    Since 2026-01-23
  • FL RA
    APPROVED
    Since 2025-12-22

Branch Locations

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

Saint Cloud, FL • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond Yes
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2018 10/2018
Iron Mountain Boston MA 05/2016 01/2018
All Around, Inc. Chapel Hill NC 03/2015 Present
Nthrive Alpharetta GA 11/2018 09/2019
Allstate Insurance Company Lumberton NC 12/2020 08/2023
Harbor Light, Llc Lumberton NC 12/2020 Present
All Around, Inc. Chapel Hill NC 03/2015 Present
Vital Records Control Chapel Hill NC 09/2021 Present
Portfolio Medics Bonita Springs FL 09/2025 Present
  • 06/2018 → 10/2018
    St Louis, MO
  • 05/2016 → 01/2018
    Iron Mountain
    Boston, MA
  • 03/2015 → Present
    All Around, Inc.
    Chapel Hill, NC
  • 11/2018 → 09/2019
    Nthrive
    Alpharetta, GA
  • 12/2020 → 08/2023
    Allstate Insurance Company
    Lumberton, NC
  • 12/2020 → Present
    Harbor Light, Llc
    Lumberton, NC
  • 03/2015 → Present
    All Around, Inc.
    Chapel Hill, NC
  • 09/2021 → Present
    Vital Records Control
    Chapel Hill, NC
  • 09/2025 → Present
    Portfolio Medics
    Bonita Springs, FL
Previous Registrations
Other Businesses

Mr. Clark has the following Outside Business Activities; Senior VP at Vital Records Control, a records management and information scanning business. In this role Mr. Clark provides administrative and management services for the firm. He spends approximately 40 hours a week during market and non-market hours in this endeavor. Owner of Harbor Light LLC, a personal investment firm that maintains Mr. Clarks personal investments. He spends approximately 5 hours a month in this activity. President All Around Inc. This business is a company for other personal investments of Mr. Clark including real estate investments and textile restoration. All Around Inc, Fayetteville, a real estate holding company where he maintains property. He spends approximately 5 hours a month during market and non-market hours on this activity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-22
S66 Uniform Combined State Law Examination 2021-03-15
S63 Uniform Securities Agent State Law Examination 1994-02-01
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22
  • S66 Uniform Combined State Law Examination
    2021-03-15
  • S63 Uniform Securities Agent State Law Examination
    1994-02-01
Other Names
  • Ken L Clark
  • Ken Clark

View on SEC IAPD

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