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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-24 |
Branch Locations
Delray Beach, FL • United States
Clermont, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael J. Sloan, Crpc | Clermont | FL | 07/2005 | Present |
| Patriot Investment Advisors, Llc | Flowery Branch | GA | 04/2015 | 11/2016 |
| Patriot Financial Solutions, Llc | Flowery Branch | GA | 05/2014 | 11/2016 |
| Horter Investment Management, Llc | Cincinnati | OH | 01/2017 | 01/2017 |
| Brookstone Capital Management | Wheaton | IL | 10/2017 | 04/2018 |
| Change Path, Llc | Leawood | KS | 02/2019 | 06/2019 |
| Camas Consulting Wealth Advisor | Flower Branch | GA | 07/2005 | 10/2019 |
| Elite Investment Team Llc | San Diego | CA | 10/2019 | 06/2020 |
| Portfolio Medics, Llc | Bonita Springs | FL | 10/2020 | 10/2024 |
| Financial Managment Services Of America, Llc. (Fmsa) | Delray Beach | FL | 11/2024 | Present |
Mr. Sloan is an independent insurance agent. It is not investment related and he spends approximately 30 hours a week during market hours in this business. Mr. Sloan is also an independent associate for Legalshield, in this role he sells personal and small business legal plans. He spends 5 hours a week during market hours on this activity. Mr. Sloan refers clients and prospects in need of cost segregation work for their real estate for a fee, he spends 1 hour a week doing this. Last Mr. Sloan is an agent for Issachar Capital, in this role he arranges real estate financing for individuals. He spends approximately 20 hours a month in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-08 |
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