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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-17 |
| CA | RA | APPROVED | 2024-10-17 |
| TN | RA | APPROVED | 2024-10-17 |
| GA | RA | APPROVED | 2014-08-22 |
| NC | RA | APPROVED | 2013-03-06 |
| TX | RA | APPROVED | 2010-03-29 |
| OH | RA | APPROVED | 2008-02-08 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Westerville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics, Llc | Worthington | OH | 01/2008 | Present |
| Self-Employed Insurance Sales | Westerville | OH | 11/1995 | Present |
| Benefit Pros, Llc | Westerville | OH | 02/2012 | Present |
INSURANCE AGENT LIFE, HEALTH & ANNUITY. NON INVESTMENT RELATED. 11/1995 - PRESENT PRACTICE/GENERALLY LESS THAN 5 HOURS A WEEK. 7433 BURSON SPRINGS COURT WESTERVILLE, OH 43082.BENEFITPROS, LLC. NON-INVESTMENT RELATED,2/2012-PRESENT, 7433 BURSON SPRINGS COURT, WESTERVILLE, OHIO 43082, BENEFITS CONSULTING, PRACTICE/GENERALLY LESS THAN 10 HOURS A WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-16 |
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