DFX Intelligence

Data Factory

RIA / WealthAdvisor20 years in industry

MARK DAVID FENTON

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL | Naples, FL

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:a66aa8c2-84f0-f06d-ff8c-765fe62363e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 14, 2005 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: Nov 10, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Nov 10, 2005
First registration: Nov 14, 2005
Dual registered: no
Other names: MARK FENTON
IAPD individual key: 4998439

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	Mar 13, 2014	n/a	yes	BONITA SPRINGS, FL\|Naples, FL	Current employment
SYMPHONIC FINANCIAL ADVISORS LLC	Former SEC adviser	Sep 27, 2010	Jan 15, 2014	no	NAPLES, FL	Previous registration
FORTITUDE ADVISORY GROUP L.L.C.	Independent wealth	Sep 4, 2009	Jul 30, 2010	no	GIG HARBOR, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 30, 2008	Jul 7, 2009	no	NAPLES, FL\|NAPLES, FL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 2, 2007	Aug 24, 2007	no	NAPLES, FL\|BOCA RATON, FL\|NAPLES, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 14, 2005	Jun 6, 2006	no	NAPLES, 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
SYMPHONIC FINANCIAL ADVISORS LLC	PORTFOLIO MEDICS, LLC	Jan 15, 2014	Mar 13, 2014	57	Firm change	Other
FORTITUDE ADVISORY GROUP L.L.C.	SYMPHONIC FINANCIAL ADVISORS LLC	Jul 30, 2010	Sep 27, 2010	59	Firm change	Other
LPL FINANCIAL LLC	FORTITUDE ADVISORY GROUP L.L.C.	Jul 7, 2009	Sep 4, 2009	59	Firm change	Other
OSAIC FA, INC.	LPL FINANCIAL LLC	Aug 24, 2007	Jul 30, 2008	341	Firm change	Other
MORGAN STANLEY DW INC.	OSAIC FA, INC.	Jun 6, 2006	Jan 2, 2007	210	Firm change	Other

Relationships

Registered with (6)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Mar 13, 2014 to presentfactForm ADV
→ SYMPHONIC FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Sep 27, 2010 to Jan 15, 2014factForm ADV
→ FORTITUDE ADVISORY GROUP L.L.C.Registered adviserregistration: previous registration
Sep 4, 2009 to Jul 30, 2010factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 30, 2008 to Jul 7, 2009factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 2, 2007 to Aug 24, 2007factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 14, 2005 to Jun 6, 2006factForm ADV

Dated events

No dated event names this entity yet.