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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-17
  • TX RA
    APPROVED
    Since 2024-07-17

Branch Locations

Jacksonville, FL • United States

27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • 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
Florida Financial Advisors Jacksonville FL 08/2023 07/2024
University Of San Francisco San Francisco CA 09/2022 06/2023
Save Pharmaceutical New York NY 04/2020 08/2020
Joyrun Inc. San Francisco CA 10/2019 02/2020
Mill River Union High School Clarendon VT 08/2013 08/2019
University Of San Francisco San Francisco CA 08/2020 09/2022
Trinity Wealth Securities, Llc Jacksonville FL 12/2023 07/2024
Portfolio Medics Bonita Springs FL 07/2024 Present
  • 08/2023 → 07/2024
    Florida Financial Advisors
    Jacksonville, FL
  • 09/2022 → 06/2023
    University Of San Francisco
    San Francisco, CA
  • 04/2020 → 08/2020
    Save Pharmaceutical
    New York, NY
  • 10/2019 → 02/2020
    Joyrun Inc.
    San Francisco, CA
  • 08/2013 → 08/2019
    Mill River Union High School
    Clarendon, VT
  • 08/2020 → 09/2022
    University Of San Francisco
    San Francisco, CA
  • 12/2023 → 07/2024
    Trinity Wealth Securities, Llc
    Jacksonville, FL
  • 07/2024 → Present
    Portfolio Medics
    Bonita Springs, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-18
  • S65 Uniform Investment Adviser Law Examination
    2023-04-18
Other Names
  • Ty Lane Lavictoire

View on SEC IAPD

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