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RIA / WealthAdvisor21 years in industry

SISSE SY FERGUSON-TOROK

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL | Tampa, FL

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Search this name across graphsid dfx:ria:20d74a92-abe1-3346-0aa7-479ceab36b44

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Sep 29, 2005 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: Jul 28, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S65
First exam: Jul 28, 2005
First registration: Sep 29, 2005
Dual registered: no
Other names: SISSE SY|SISSE SY FERGUSON
IAPD individual key: 4953020

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	Sep 4, 2025	n/a	yes	Tampa, FL\|BONITA SPRINGS, FL	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Jun 14, 2022	Sep 8, 2025	no	Tampa, FL\|Tampa, FL\|Tampa, FL	Previous registration
LINCOLN INVESTMENT	Independent wealth	May 27, 2022	Sep 8, 2025	no	Tampa, FL\|PALM BEACH GARDENS, FL\|St. Petersburg, FL\|Wesley Chapel, FL\|Tampa, FL\|Tampa, FL\|Orlando, FL	Previous registration
PORTFOLIO MEDICS, LLC	Independent wealth	Dec 1, 2020	Jun 3, 2022	no	Tampa, FL	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Jun 12, 2008	Mar 6, 2014	no	ORLANDO, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 29, 2005	Apr 11, 2008	no	ORLANDO, FL\|ORLANDO, FL	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
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Sep 8, 2025	Jun 14, 2022	-1,182	Firm change after gap	RIA to ibd
CAPITAL ANALYSTS	PORTFOLIO MEDICS, LLC	Sep 8, 2025	Sep 4, 2025	-4	Firm change	Ibd to RIA
PORTFOLIO MEDICS, LLC	LINCOLN INVESTMENT	Jun 3, 2022	May 27, 2022	-7	Firm change	RIA to RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	PORTFOLIO MEDICS, LLC	Mar 6, 2014	Dec 1, 2020	2,462	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Apr 11, 2008	Jun 12, 2008	62	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
519:162200:FL:2025-09-08	Sep 8, 2025	Jun 14, 2022	ORLANDO, FL	Firm change after gap

Relationships

Registered with (5)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: previous registration
Dec 1, 2020 to Jun 3, 2022factForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jun 14, 2022 to Sep 8, 2025factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
May 27, 2022 to Sep 8, 2025factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Jun 12, 2008 to Mar 6, 2014factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 29, 2005 to Apr 11, 2008factForm ADV

Dated events

Occurred
Sep 8, 2025
Advisor changed firm
Sisse Sy Ferguson-Torok left Capital Analysts for Portfolio Medics, Llc (registered 2025-09-04)
Form ADVobserved 6 days ago
Occurred
Sep 8, 2025
Advisor changed firm
Sisse Sy Ferguson-Torok left Lincoln Investment for Capital Analysts (registered 2022-06-14)
Form ADVobserved 6 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Sisse Sy Ferguson-Torok left Portfolio Medics, Llc for Lincoln Investment (registered 2022-05-27)
Form ADVobserved 6 days ago