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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 |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-14 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Sacramento, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Asurea Insurance Services | Gold River | CA | 08/2016 | 02/2018 |
| Alpha Retirement Wealth Llc | Gold River | CA | 10/2019 | 04/2021 |
| Portfolio Medics | Bonita Springs | FL | 08/2022 | Present |
| One Life America/ Heartland Financial | Blue Springs | MO | 02/2018 | Present |
Mr. Pasquinelli is an independent insurance agent for One Life America/Heartland Financial. In this role Mr. Pasquinelli sells insurance products including annuities to clients. He spends approximately 20 hours a month during market and non-market hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-18 |
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