Mark Collins Cagle

Current Employers

Portfolio Medics, Llc

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

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2025-01-30

AL RA
APPROVED

Since 2025-01-30

Branch Locations

Mobile, AL • United States

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

Disclosures

2 disclosure categories 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 Yes
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cagle Services, Llc	Mobile	AL	11/2011	Present
Portfolio Medics	Bonita Springs	FL	01/2025	Present
Park First Llc	Mobile	AL	04/2025	09/2025
Excel Empire	Palm Beach	FL	06/2025	Present
Gis Communications	Mobile	AL	08/2025	Present

11/2011 → Present

Cagle Services, Llc

Mobile, AL
01/2025 → Present

Portfolio Medics

Bonita Springs, FL
04/2025 → 09/2025

Park First Llc

Mobile, AL
06/2025 → Present

Excel Empire

Palm Beach, FL
08/2025 → Present

Gis Communications

Mobile, AL

Other Businesses

Mr. Cagle is an Independent Insurance Agent through Cagle Insurance & Financial Services. In this role Mr. Cagle transacts in insurance products including annuities. He spends approximately 30 hours a week during market and non-market hours in this endeavor. Next, he is a benefits coach with GIS Communications. In this role he assists in enrolling clients in their respective benefits packages. He spends approximately 4 hours a month in this endeavor. He also is a referral agent for Excel Empire; in this role he refers clients to tax services provided by Excel Empire. He spends approximately 5 hours a week in this activity.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-06

S65 Uniform Investment Adviser Law Examination

2024-06-06