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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-22 |
| SC | RA | APPROVED | 2021-01-08 |
| TX | RA | APPROVED_RES | 2021-01-08 |
| NC | RA | APPROVED | 2021-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 05/2017 | 12/2020 |
| Fort Mill Ford | Fort Mill | SC | 04/2015 | 05/2017 |
| Portfolio Medics, Llc | Bonita Springs | FL | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-29 |
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