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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-13 |
| PA | RA | APPROVED | 2023-04-12 |
Branch Locations
Canonsburg, PA • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano | TX | 01/2017 | 03/2023 |
| Peak American Financial Group, Inc. | Plano | TX | 06/2014 | 03/2023 |
| Portfolio Medics | Bonita Springs | FL | 04/2023 | Present |
| Sgs Wealth Management | Canonsburg | PA | 06/2014 | Present |
Mr. Schwesinger is an independent Insurance Agent through SGS Wealth Management. In this role he transacts in insurance products with clients. It is investment related and he spends approximately 40 hours a month during market and non-market hours in this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-23 |
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