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Advisor at PORTUS CAPITAL MANAGEMENT, LLC
Upper Marlboro, MD | BRENTWOOD, TN
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 |
|---|---|---|---|---|---|---|
| PORTUS CAPITAL MANAGEMENT, LLC | State registered | Nov 16, 2016 | n/a | yes | BRENTWOOD, TN|Upper Marlboro, MD | Current employment |
| PKS ADVISORY SERVICES, LLC | Independent wealth | Oct 5, 2010 | Oct 9, 2020 | no | BRENTWOOD, TN|ALBANY, NY|BRENTWOOD, TN | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Apr 20, 2009 | Oct 1, 2010 | no | BRENTWOOD, TN | Previous registration |
| U.S. BANCORP ADVISORS, LLC | Bd affiliated wealth | Mar 1, 2006 | Jan 15, 2009 | no | STOCKTON, CA|ELK GROVE, CA|STOCKTON, CA|STOCKTON, CA|MANTECA, CA|LODI, CA|GALT, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PKS ADVISORY SERVICES, LLC | PORTUS CAPITAL MANAGEMENT, LLC | Oct 9, 2020 | Nov 16, 2016 | -1,423 | Firm change after gap | RIA to state RIA |
| WOODBURY FINANCIAL SERVICES, INC. | PKS ADVISORY SERVICES, LLC | Oct 1, 2010 | Oct 5, 2010 | 4 | Firm change | Other |
| U.S. BANCORP ADVISORS, LLC | WOODBURY FINANCIAL SERVICES, INC. | Jan 15, 2009 | Apr 20, 2009 | 95 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125648:285689:TN:2020-10-09 | Oct 9, 2020 | Nov 16, 2016 | BRENTWOOD, TN | Firm change after gap |