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RIA / WealthAdvisor31 years in industry

JOHN CHRISTOPHER CONRATH

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:c015a721-7750-cbce-7e60-c9bf8fd91126

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 20, 2003 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: May 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Exams: S63|S65
First exam: Jun 13, 2006
First registration: Aug 20, 2003
Dual registered: no
IAPD individual key: 4686217

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	Feb 13, 2008	n/a	yes	BONITA SPRINGS, FL	Current employment
EVERTREE ADVISORS	n/a	Feb 8, 2008	Oct 13, 2009	no	NEWARK, OH	Previous registration
ADVANCED PLANNING CAPITAL CORPORATION	n/a	Aug 7, 2007	Jun 29, 2015	no	NAPLES, FL\|BONITA SPRINGS, FL\|E. SETAUKET, NY	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Aug 20, 2003	Nov 7, 2005	no	YOUNGSTOWN, OH	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
ADVANCED PLANNING CAPITAL CORPORATION	EVERTREE ADVISORS	Jun 29, 2015	Feb 8, 2008	-2,698	Firm change after gap	Other
EVERTREE ADVISORS	PORTFOLIO MEDICS, LLC	Oct 13, 2009	Feb 13, 2008	-608	Firm change after gap	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	ADVANCED PLANNING CAPITAL CORPORATION	Nov 7, 2005	Aug 7, 2007	638	Firm change after gap	Other

Relationships

Registered with (4)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Feb 13, 2008 to presentfactForm ADV
→ ADVANCED PLANNING CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Aug 7, 2007 to Jun 29, 2015factForm ADV
→ EVERTREE ADVISORSRegistered adviserregistration: previous registration
Feb 8, 2008 to Oct 13, 2009factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Aug 20, 2003 to Nov 7, 2005factForm ADV

Dated events

No dated event names this entity yet.