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.

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

Jun 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Jan 23, 2017

First registration

Jan 30, 2017

Dual registered

no

Other names

STEPHEN SCHWESINGER

IAPD individual key

6225848

• Occurred

  Aug 7, 2023
  Advisor changed firm

  Stephen Gerald Schwesinger left Peak American Investment Advisors, Inc. for Portfolio Medics, Llc (registered 2023-04-12)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e57e0ba5-3b58-67e2-fddb-8d27bb48fdc6

First observed

Jan 30, 2017

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.