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RIA / WealthAdvisorCertified Financial Planner21 years in industry

CASEY S CROYSDALE

Advisor at PORTFOLIO MEDICS, LLC

BONITA SPRINGS, FL

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Search this name across graphsid dfx:ria:c0ba4853-ffd2-78b9-d226-4ec1bd361b50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 9, 2007 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: Mar 31, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 31, 2005
First registration: Jan 9, 2007
Dual registered: no
IAPD individual key: 4220694

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	Apr 1, 2019	n/a	yes	BONITA SPRINGS, FL	Current employment
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Sep 6, 2017	Apr 1, 2019	no	CINCINNATI, OH	Previous registration
TOUCHSTONE ADVISORS INC	Asset manager	Sep 1, 2009	Jan 22, 2015	no	CINCINNATI, OH	Previous registration
NATCITY INVESTMENTS, INC.	n/a	Feb 11, 2009	Aug 26, 2009	no	WEST CHESTER, OH	Previous registration
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	Former SEC adviser	Jan 9, 2007	Dec 31, 2008	no	YOUNGSTOWN, OH\|WEST LAFAYETTE, IN\|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
HORTER INVESTMENT MANAGEMENT, LLC	PORTFOLIO MEDICS, LLC	Apr 1, 2019	Apr 1, 2019	0	Firm change	RIA to RIA
TOUCHSTONE ADVISORS INC	HORTER INVESTMENT MANAGEMENT, LLC	Jan 22, 2015	Sep 6, 2017	958	Firm change after gap	Other
NATCITY INVESTMENTS, INC.	TOUCHSTONE ADVISORS INC	Aug 26, 2009	Sep 1, 2009	6	Firm change	Other
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.	NATCITY INVESTMENTS, INC.	Dec 31, 2008	Feb 11, 2009	42	Firm change	Other

Relationships

Registered with (5)

→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: current employment
Apr 1, 2019 to presentfactForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 6, 2017 to Apr 1, 2019factForm ADV
→ TOUCHSTONE ADVISORS INCRegistered adviserregistration: previous registration
Sep 1, 2009 to Jan 22, 2015factForm ADV
→ NATCITY INVESTMENTS, INC.Registered adviserregistration: previous registration
Feb 11, 2009 to Aug 26, 2009factForm ADV
→ STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 9, 2007 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.