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Joe Freeland

Portfolio Medics, LLC

Bonita Springs, FL

Pace, FL

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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-28
TX RA APPROVED 2026-08-14
  • FL RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-14

Branch Locations

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

Pace, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Medics Pace FL 07/2026 Present
Birdseye Financial Burleson TX 07/2016 Present
  • 07/2026 → Present
    Portfolio Medics
    Pace, FL
  • 07/2016 → Present
    Birdseye Financial
    Burleson, TX
Other Businesses

Mr. Freeland is an independent insurance agent for Capture and Birdseye Financial; 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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-29
  • S65 Uniform Investment Adviser Law Examination
    2026-07-29
Other Names
  • Joseph Freeland

View on SEC IAPD

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Other Offices

PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL
LPL FINANCIAL LLC · BONITA SPRINGS, FL
VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BONITA SPRINGS, FL
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