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Advisor at PORTFOLIO MEDICS, LLC
Jacksonville, FL | BONITA SPRINGS, 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 | Jun 15, 2026 | n/a | yes | BONITA SPRINGS, FL|Jacksonville, FL | Current employment |
| FLORIDA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Dec 17, 2021 | Jun 27, 2023 | no | Jacksonville, FL|TAMPA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FLORIDA FINANCIAL ADVISORS, LLC | PORTFOLIO MEDICS, LLC | Jun 27, 2023 | Jun 15, 2026 | 1,084 | Firm change after gap | Ibd to RIA |