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RIA / WealthAdvisor12 years in industry

MICHAEL HENRY HUBER

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09e21708-4f86-469b-a3c7-596fe37a43a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PORTFOLIO MEDICS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 11, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Aug 11, 2014
First registration: Jan 28, 2015
Dual registered: no
IAPD individual key: 6336018

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PORTFOLIO MEDICS, LLC	Independent wealth	Apr 22, 2020	n/a	yes	BONITA SPRINGS, FL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 30, 2016	Apr 17, 2018	no	SIOUX FALLS, SD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 11, 2015	Jun 14, 2016	no	AIKEN, SC\|Aiken, SC\|FRANKLIN, TN\|AIKEN, SC	Previous registration
AVANTAX ADVISORY SERVICES	Former SEC adviser	Jan 28, 2015	Nov 13, 2015	no	NORTH AUGUSTA, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PORTFOLIO MEDICS, LLC	Apr 17, 2018	Apr 22, 2020	736	Firm change after gap	Wirehouse to RIA
AVANTAX ADVISORY SERVICES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 13, 2015	Nov 11, 2015	-2	Firm change	Other

Relationships

Registered with (3)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Apr 22, 2020 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 30, 2016 to Apr 17, 2018factForm ADV
→ AVANTAX ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 28, 2015 to Nov 13, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09e21708-4f86-469b-a3c7-596fe37a43a6
First observed: Jan 28, 2015
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL HENRY HUBER

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09e21708-4f86-469b-a3c7-596fe37a43a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:50 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

PORTFOLIO MEDICS, LLC

Independent wealth

Apr 22, 2020

n/a

yes

BONITA SPRINGS, FL

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Sep 30, 2016

Apr 17, 2018

SIOUX FALLS, SD

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 11, 2015

Jun 14, 2016

AIKEN, SC|Aiken, SC|FRANKLIN, TN|AIKEN, SC

Previous registration

AVANTAX ADVISORY SERVICES

Former SEC adviser

Jan 28, 2015

Nov 13, 2015

NORTH AUGUSTA, SC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PORTFOLIO MEDICS, LLC

Apr 17, 2018

Apr 22, 2020

736

Firm change after gap

Wirehouse to RIA

AVANTAX ADVISORY SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 13, 2015

Nov 11, 2015

-2

Firm change

Other