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Portfolio Medics, LLC CRD 145958
$780M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-04 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Melville | NY | 05/2016 | 03/2021 |
| Mml Investors Services, Llc | Melville | NY | 07/2016 | 03/2021 |
| Portfolio Medics, Llc | Bonita Springs | FL | 03/2021 | Present |
(1) NAME: SMART SOLUTIONS VENDING INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: RETAIL SALES POSITION: OWNER/ OPERATOR START DATE: 02/2015 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER AND OPERATOR OF HEALTHY SNACKS VENDING AFTER HOURS AND WEEKENDS. Independent Insurance Agent, non investment related, selling of insurance products, 10 hours a week during market and non-market hours Deliverer, Postmates, delivery of products, not investment related, 30 hours a week during non-market hours. (2) NAME: CHRISTOPHER POLLINA, 20/20 FINANCIAL SOLUTIONS, INC. INV REL: Y ADDR: 48 SOUTH SERVICE ROAD, SUITE 400, MELVILLE, NY 11747 NATURE: NON-MMLIA: LIFE, DISABILITY, LONG-TERM CARE, HEALTH POSITION: AGENT START: 11/1/2020 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-09-15 |
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