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.

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

Sep 1, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63|S65

First exam

Nov 17, 1998

First registration

Jan 7, 2021

Dual registered

no

Other names

DAVID BRESSOUD|DAVID PHILLIP BRESSOUD

IAPD individual key

3129185

• Occurred

  Dec 12, 2022
  Advisor changed firm

  David Bressoud left Securities America Advisors, Inc. for Portfolio Medics, Llc (registered 2025-11-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:74576805-cc60-9159-d66c-bab115fdbd82

First observed

Jan 7, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.