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Current Employers
Portfolio Medics, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-23
GA RA APPROVED 2016-12-14
  • FL RA
    APPROVED
    Since 2026-01-23
  • GA RA
    APPROVED
    Since 2016-12-14

Branch Locations

Fernandina Beach, 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
Coastal Income And Capital Preservation Strategies, Llc Savannah GA 02/2012 12/2017
Portfolio Medics, Llc Bonita Springs FL 12/2016 Present
  • 02/2012 → 12/2017
    Coastal Income And Capital Preservation Strategies, Llc
    Savannah, GA
  • 12/2016 → Present
    Bonita Springs, FL
Previous Registrations
  • 2012-02-15 → 2017-12-31
    Coastal Income And Capital Preservation Strategies, Llc
    Savannah, GA
  • 2011-07-07 → 2012-02-27
    Invest Financial Corporation
    Appleton, WI
    Savannah, GA
  • 2010-09-01 → 2011-06-23
    Ensemble Financial Services, Inc.
    Pittsford, NY
    Savannah, GA
Other Businesses

(1) SELF/INVESTMENT RELATED/INDEPENDENT INSURANCE AGENT/12 ISLAND CREEK LN, SAVANNAH, GA 31410/15 - 20 HRS PER MO, 10 DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-20
  • S63 Uniform Securities Agent State Law Examination
    1986-02-20
Designations

View on SEC IAPD

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