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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-28 |
| AZ | RA | APPROVED | 2023-11-06 |
| NV | RA | APPROVED | 2023-08-01 |
| CA | RA | APPROVED | 2023-07-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Portfolio Medics | Bonita Springs | FL | 07/2023 | Present |
| Kevin Bertonneau Attorney At Law Ltd | Reno | NV | 04/2011 | Present |
| Horizon Capital | Reno | NV | 07/2023 | Present |
Mr. Bertonneau is an Attorney through his firm Kevin Bertonneau Attorney at Law LTD. His area of focus is estate planning, probate, trust administration and general business. He spends approximately 40 hours a week during market and non-market hours on this activity. He is also a manager at Horizon Capital where he provides retirement planning and financial services to clients. He spends approximately 10 hours a month in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-20 |
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