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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-17 |
| CT | RA | APPROVED | 2025-01-16 |
| NC | RA | APPROVED | 2024-12-19 |
| VA | RA | APPROVED | 2024-12-18 |
| NY | RA | APPROVED | 2024-12-13 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc | Horsham | PA | 08/2012 | 10/2024 |
| Penn Mutual Life Insurance Company | Horsham | PA | 08/2012 | Present |
| Portfolio Medics | Bonita Springs | FL | 11/2024 | Present |
Mr. Isleman is an independent insurance agent for various insurance firms. In this role he transacts insurance products including annuities. He spends approximately 40 hours a month during market and non-market hours in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
| S66 | Uniform Combined State Law Examination | 2019-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-12 |
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