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Advisor at PORTFOLIO MEDICS, LLC
BONITA SPRINGS, FL | Sarasota, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PORTFOLIO MEDICS, LLC | Independent wealth | Nov 14, 2024 | n/a | yes | Sarasota, FL|BONITA SPRINGS, FL | Current employment |
| BEDROCK INVESTMENT ADVISORS | Former SEC adviser | Feb 13, 2024 | Dec 31, 2024 | no | Naples, FL|Naples, FL|SCOTTSDALE, AZ | Previous registration |
| GUNNALLEN FINANCIAL, INC | n/a | Dec 15, 2006 | Aug 14, 2007 | no | BOCA RATON, FL | Previous registration |
| FSC SECURITIES CORPORATION | Former SEC adviser | Jul 28, 1999 | Sep 1, 2006 | no | JUPITER, FL|PLANTATION, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEDROCK INVESTMENT ADVISORS | PORTFOLIO MEDICS, LLC | Dec 31, 2024 | Nov 14, 2024 | -47 | Firm change after gap | RIA to RIA |
| GUNNALLEN FINANCIAL, INC | BEDROCK INVESTMENT ADVISORS | Aug 14, 2007 | Feb 13, 2024 | 6,027 | Firm change after gap | Other |
| FSC SECURITIES CORPORATION | GUNNALLEN FINANCIAL, INC | Sep 1, 2006 | Dec 15, 2006 | 105 | Firm change | Other |