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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-16 |
Branch Locations
Grand Prairie, TX • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2022 | 09/2023 |
| Unemployed | Grand Prairie | TX | 03/2020 | 02/2022 |
| Piedmont Airlines | Arlington | VA | 02/2016 | 03/2017 |
| Self-Employed | Kuala Lumpur | 07/2018 | 02/2020 | |
| Unemployed | Grand Prairie | TX | 04/2017 | 06/2018 |
| Charles Schwab Bank, Ssb | Westlake | TX | 03/2023 | 09/2023 |
| Unemployed | Grand Prairie | TX | 09/2023 | 01/2024 |
| Portfolio Medics | Bonita Springs | FL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-17 |
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