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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 | 2026-01-23 |
| GA | RA | APPROVED | 2016-12-14 |
Branch Locations
Fernandina Beach, FL • United States
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 |
|---|---|---|---|---|
| Coastal Income And Capital Preservation Strategies, Llc | Savannah | GA | 02/2012 | 12/2017 |
| Portfolio Medics, Llc | Bonita Springs | FL | 12/2016 | Present |
(1) SELF/INVESTMENT RELATED/INDEPENDENT INSURANCE AGENT/12 ISLAND CREEK LN, SAVANNAH, GA 31410/15 - 20 HRS PER MO, 10 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-20 |
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