DFX Intelligence

Data Factory

RIA / WealthAdvisor33 years in industry

MARTIN GEDDES HURLBURT

Advisor at PORTFOLIO MEDICS, LLC

Springville, UT | 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:32c503b6-c261-5ce5-8e17-a3c97d78b508

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: May 18, 2006 to Sep 15, 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: Oct 21, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 21, 1992
First registration: May 18, 2006
Dual registered: no
IAPD individual key: 2290027

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	Nov 8, 2021	n/a	yes	Springville, UT\|BONITA SPRINGS, FL	Current employment
T.M. WEALTH MANAGEMENT	Independent wealth	Dec 8, 2017	Dec 31, 2021	no	Orem, UT	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Nov 1, 2017	Dec 7, 2017	no	Orem, UT\|RESTON, VA	Previous registration
GIRARD SECURITIES, INC.	Former SEC adviser	Jan 19, 2012	Nov 1, 2017	no	SAN DIEGO, CA\|Orem, UT\|WASHINGTON, UT\|ALPINE, UT\|WASHINGTON, UT\|RESTON, VA\|ST. GEORGE, UT\|SPRINGVILLE, UT	Previous registration
MY INVESTMENT ADVISOR, INC.	n/a	Mar 28, 2011	Jan 18, 2012	no	ST GEORGE, UT	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Feb 17, 2011	Mar 2, 2011	no	LOS ANGELES, CA\|SPRINGVILLE, UT	Previous registration
QA3 FINANCIAL LLC	n/a	Jul 10, 2007	Feb 11, 2011	no	SPRINGVILLE, UT\|OMAHA, NE	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Sep 1, 2006	Jul 16, 2007	no	OREM, UT	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	May 18, 2006	Aug 31, 2006	no	PHILADELPHIA, PA	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
T.M. WEALTH MANAGEMENT	PORTFOLIO MEDICS, LLC	Dec 31, 2021	Nov 8, 2021	-53	Firm change after gap	RIA to RIA
CETERA ADVISOR NETWORKS LLC	T.M. WEALTH MANAGEMENT	Dec 7, 2017	Dec 8, 2017	1	Firm change	Other
GIRARD SECURITIES, INC.	CETERA ADVISOR NETWORKS LLC	Nov 1, 2017	Nov 1, 2017	0	Bulk transfer	Other
MY INVESTMENT ADVISOR, INC.	GIRARD SECURITIES, INC.	Jan 18, 2012	Jan 19, 2012	1	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	MY INVESTMENT ADVISOR, INC.	Mar 2, 2011	Mar 28, 2011	26	Firm change	Other
QA3 FINANCIAL LLC	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Feb 11, 2011	Feb 17, 2011	6	Firm change	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	QA3 FINANCIAL LLC	Jul 16, 2007	Jul 10, 2007	-6	Firm change	Other
TRANSAMERICA FINANCIAL ADVISORS, LLC	INVESTMENT ADVISORS INTERNATIONAL, INC.	Aug 31, 2006	Sep 1, 2006	1	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
13572:287965:VA:2017-12-07	Dec 7, 2017	Dec 8, 2017	RESTON, VA	Firm change

Relationships

Registered with (9)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Nov 8, 2021 to presentfactForm ADV
→ T.M. WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 8, 2017 to Dec 31, 2021factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Nov 1, 2017 to Dec 7, 2017factForm ADV
→ GIRARD SECURITIES, INC.Registered adviserregistration: previous registration
Jan 19, 2012 to Nov 1, 2017factForm ADV
→ MY INVESTMENT ADVISOR, INC.Registered adviserregistration: previous registration
Mar 28, 2011 to Jan 18, 2012factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Feb 17, 2011 to Mar 2, 2011factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 10, 2007 to Feb 11, 2011factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Sep 1, 2006 to Jul 16, 2007factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
May 18, 2006 to Aug 31, 2006factForm ADV

Dated events

No dated event names this entity yet.