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RIA / WealthAdvisor29 years in industry

RAYMOND JOSEPH FILORIMO

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL | Palm City, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 6, 1998 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: May 22, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65|S66
First exam: May 22, 1997
First registration: May 6, 1998
Dual registered: no
Other names: RAYMOND J FILORIMO
IAPD individual key: 2630840

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 21, 2020	n/a	yes	BONITA SPRINGS, FL\|Palm City, FL	Current employment
KOVACK ADVISORS, INC.	Bd affiliated wealth	Oct 17, 2007	Aug 10, 2009	no	FT. LAUDERDALE, FL	Previous registration
INTERVEST INTERNATIONAL, INC.	Former SEC adviser	Nov 20, 2006	Jun 18, 2007	no	BOCA RATON, FL\|COLORADO SPRINGS, CO	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	May 6, 1998	Nov 6, 2002	no	FT LAUDERDALE, 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
KOVACK ADVISORS, INC.	PORTFOLIO MEDICS, LLC	Aug 10, 2009	Aug 21, 2020	4,029	Firm change after gap	Other
INTERVEST INTERNATIONAL, INC.	KOVACK ADVISORS, INC.	Jun 18, 2007	Oct 17, 2007	121	Firm change	Other
EQUITABLE ADVISORS, LLC	INTERVEST INTERNATIONAL, INC.	Nov 6, 2002	Nov 20, 2006	1,475	Firm change after gap	Other

Relationships

Registered with (4)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Aug 21, 2020 to presentfactForm ADV
→ KOVACK ADVISORS, INC.Registered adviserregistration: previous registration
Oct 17, 2007 to Aug 10, 2009factForm ADV
→ INTERVEST INTERNATIONAL, INC.Registered adviserregistration: previous registration
Nov 20, 2006 to Jun 18, 2007factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
May 6, 1998 to Nov 6, 2002factForm ADV

Dated events

No dated event names this entity yet.