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RIA / WealthAdvisorCertified Financial Planner28 years in industry

STEVEN DALE LANDIS

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL | Pleasantville, OH

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Search this name across graphsid dfx:ria:52990c5a-0bdc-b9f3-7df2-ea8da98ba778

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 17, 2003 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: Feb 16, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Feb 16, 1998
First registration: Sep 17, 2003
Dual registered: no
IAPD individual key: 1126912

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	Aug 5, 2008	n/a	yes	BONITA SPRINGS, FL\|Pleasantville, OH	Current employment
SOJOURN FINANCIAL STRATEGIES, LLC	n/a	Jan 17, 2007	Jul 10, 2023	no	PLEASANTVILLE, OH\|COLUMBUS, OH	Previous registration
LANDIS FINANCIAL & INVESTMENT SERVICES	n/a	Nov 14, 2006	Dec 31, 2006	no	COLUMBUS, OH	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Sep 17, 2003	Sep 2, 2004	no	WORTHINGTON, OH	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
SOJOURN FINANCIAL STRATEGIES, LLC	PORTFOLIO MEDICS, LLC	Jul 10, 2023	Aug 5, 2008	-5,452	Firm change after gap	Other
LANDIS FINANCIAL & INVESTMENT SERVICES	SOJOURN FINANCIAL STRATEGIES, LLC	Dec 31, 2006	Jan 17, 2007	17	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	LANDIS FINANCIAL & INVESTMENT SERVICES	Sep 2, 2004	Nov 14, 2006	803	Firm change after gap	Other

Relationships

Registered with (4)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Aug 5, 2008 to presentfactForm ADV
→ SOJOURN FINANCIAL STRATEGIES, LLCRegistered adviserregistration: previous registration
Jan 17, 2007 to Jul 10, 2023factForm ADV
→ LANDIS FINANCIAL & INVESTMENT SERVICESRegistered adviserregistration: previous registration
Nov 14, 2006 to Dec 31, 2006factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Sep 17, 2003 to Sep 2, 2004factForm ADV

Dated events

Occurred
Jul 10, 2023
Advisor changed firm
Steven Dale Landis left Sojourn Financial Strategies, Llc for Portfolio Medics, Llc (registered 2008-08-05)
Form ADVobserved 5 days ago