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RIA / WealthAdvisorChartered Financial Consultant26 years in industry

CONNOR MATTHEW TYSON

Advisor at PORTFOLIO MEDICS, LLC

Pleasantville, NY

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:5bc66c9b-4541-3b3d-67b1-c090587dbf9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2003 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 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Aug 23, 2000
First registration: Feb 27, 2003
Dual registered: no
Other names: CONNOR M TYSON
IAPD individual key: 3251952

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	Dec 11, 2022	n/a	yes	Pleasantville, NY	Current employment
ALTIUM WEALTH MANAGEMENT LLC	Former SEC adviser	Jan 26, 2021	Oct 22, 2021	no	PURCHASE, NY	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 22, 2016	Nov 13, 2020	no	NEW YORK, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Sep 15, 2016	no	WHITE PLAINS, NY\|THORNWOOD, NY\|THORNWOOD, NY\|HARTSDALE, NY\|WHITE PLAINS,, NY\|KATONAH, NY\|PEEKSKILL, NY\|CHAPPAQUA, NY\|MILLWOOD, NY\|MOHEGAN LAKE, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 28, 2010	Oct 1, 2012	no	THORNWOOD, NY\|THORNWOOD, NY\|WHITE PLAINS, NY\|WHITE PLAINS, NY	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	May 5, 2009	Dec 17, 2009	no	MONTVALE, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 27, 2003	Jan 14, 2004	no	SCHRUB OAK, NY	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
ALTIUM WEALTH MANAGEMENT LLC	PORTFOLIO MEDICS, LLC	Oct 22, 2021	Dec 11, 2022	415	Firm change after gap	RIA to RIA
ADVICE AND PLANNING SERVICES	ALTIUM WEALTH MANAGEMENT LLC	Nov 13, 2020	Jan 26, 2021	74	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	ADVICE AND PLANNING SERVICES	Sep 15, 2016	Sep 22, 2016	7	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
SECURITIES AMERICA ADVISORS, INC.	CHASE INVESTMENT SERVICES CORP.	Dec 17, 2009	Jan 28, 2010	42	Firm change	Other
WELLS FARGO ADVISORS	SECURITIES AMERICA ADVISORS, INC.	Jan 14, 2004	May 5, 2009	1,938	Firm change after gap	Other

Relationships

Registered with (7)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Dec 11, 2022 to presentfactForm ADV
→ ALTIUM WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 26, 2021 to Oct 22, 2021factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 22, 2016 to Nov 13, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Sep 15, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 28, 2010 to Oct 1, 2012factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
May 5, 2009 to Dec 17, 2009factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 27, 2003 to Jan 14, 2004factForm ADV

Dated events

No dated event names this entity yet.