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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2020-02-01 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1000 Commerce Blvd. Unit B, Bardstown, KY 40004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thoroughbred Asset Management | Bloomfield | KY | 09/2015 | 01/2020 |
| Gwn Securities Inc | Palm Beach Gardens | FL | 01/2016 | 01/2020 |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| Portman Wealth Management | Bardstown | KY | 04/2016 | Present |
| Patrick Portman | Bardstown | KY | 04/2016 | Present |
1.) PORTMAN WEALTH MANAGEMENT - CEO - DBA NAME FOR MARKETING PURPOSES ONLY - BARDSTOWN, KY - SINCE 04/2016 - NOT INVESTMENT RELATED 2.) PORTMAN WEALTH MANAGEMENT - CEO - S CORP AND MARKETING - BARDSTOWN, KY - SINCE 04/2016 - INVESTMENT RELATED 3.) PATRICK PORTMAN - INSURANCE AGENT - NON-VARIABLE INSURANCE - BARDSTOWN, KY - SINCE 04/2016 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-04 |
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