Curtis Martin Hill

Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 08/2019
  Cetera Advisors
  Denver, CO
• 03/2016 → 08/2019
  Securities America Inc
  Encino, CA
• 03/2016 → 08/2019
  Securities America Advisors
  Encino, CA
• 08/2019 → Present
  Portfolio Medics, Llc
  Bonita Springs, FL

Previous Registrations

• 2016-04-07 → 2019-08-01
  Securities America Advisors, Inc.
  Beverly Hills, CA
  Encino, CA
  Sherman Oaks, CA
  Los Angeles, CA
• 2013-12-13 → 2016-04-11
  Cetera Advisors Llc
  Greenwood Village, CO
  Encino, CA
• 2013-11-25 → 2013-12-17
  D.A. Davidson & Co.
  Encino, CA
• 2013-11-04 → 2013-11-25
  Crowell Weedon & Co.
  Encino, CA
• 2009-01-09 → 2013-11-04
  Crowell, Weedon & Co.
  Encino, CA
• 2003-11-28 → 2009-01-21
  Rbc Capital Markets, Llc
  Beverly Hills, CA
  Beverly Hills, CA
• 1997-07-08 → 2003-12-02
  Morgan Stanley Dw Inc.
  Los Angeles, CA

Other Businesses

SERENITY WEALTH MANAGEMENT, DBA of Portfolio Medics, LLC RIA. 27499 Riverview Center BLVD Bonita Springs, FL 34134 SERENITY WEALTH MANAGEMENT - FIXED INSURANCE POSITION: sales NATURE: Fixed insurance with various companies, investment related, address same as registered location, start october 2013, 3 hrs. per week - varies during trading hours insurance agent - sells life, long-term care, and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/13/2013 ADDRESS: 1223 ROXBURY DR, SUITE 303, LOS ANGELES, CA 90035, United States DESCRIPTION: Fixed insurance with various companies, investment related, address same as registered location, start october 2013, 3 hrs. per week - varies during trading hours insurance agent - sells life, long-term care, and fixed annuities MODERN MILLENNIUM PRESS POSITION: writer owner NATURE: Publishing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009 ADDRESS: 1223 ROXBURY DR, SUITE 303, LOS ANGELES, CA 90035, United States DESCRIPTION: self publishing of books

Exams

• S66 Uniform Combined State Law Examination
  2006-09-01
• S63 Uniform Securities Agent State Law Examination
  1994-05-12

Designations

• Certified Financial Planner