DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Sisse Sy Ferguson-Torok

Portfolio Medics, LLCindependent RIABonita Springs, Fl IA-onlyIAPD 4953020

Feed of 09/14/2026

Also filed as Sisse Sy

At current firm

1 y

since Sep 4, 2025

In the industry

21 y

since Jul 28, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Portfolio Medics, LLC independent RIA current
since Sep 4, 2025 · Tampa, Fl
Capital Analysts BD affiliated
Jun 14, 2022 to Sep 8, 2025 · Tampa, Fl
Lincoln Investment independent RIA
May 27, 2022 to Sep 8, 2025 · Tampa, Fl
Portfolio Medics, LLC independent RIA
Dec 1, 2020 to Jun 3, 2022 · Tampa, Fl
Northwestern Mutual Investment Services,LLC no RAUM
Jun 12, 2008 to Mar 6, 2014 · Orlando, Fl
Ameriprise Financial Services, LLC national BD
Sep 29, 2005 to Apr 11, 2008 · Orlando, Fl

Moves

a registration end followed by a registration begin elsewhere

Lincoln Investment to Capital Analysts
left Sep 8, 2025, registered Jun 14, 2022 (-1182 days) · RIA to affiliated broker-dealer or bank · moved with a team
Capital Analysts to Portfolio Medics, LLC
left Sep 8, 2025, registered Sep 4, 2025 (-4 days) · Affiliated broker-dealer or bank to independent RIA
Portfolio Medics, LLC to Lincoln Investment
left Jun 3, 2022, registered May 27, 2022 (-7 days) · RIA to RIA
Northwestern Mutual Investment Services,LLC to Portfolio Medics, LLC
left Mar 6, 2014, registered Dec 1, 2020 (2462 days) · Other
Ameriprise Financial Services, LLC to Northwestern Mutual Investment Services,LLC
left Apr 11, 2008, registered Jun 12, 2008 (62 days) · Other

Signals

Sisse Sy Ferguson-Torok left Capital Analysts for Portfolio Medics, Llc (registered 2025-09-04)
Sep 8, 2025 · Advisor changed firm · fact
Sisse Sy Ferguson-Torok left Lincoln Investment for Capital Analysts (registered 2022-06-14)
Sep 8, 2025 · Advisor changed firm · fact
Sisse Sy Ferguson-Torok left Portfolio Medics, Llc for Lincoln Investment (registered 2022-05-27)
Jun 3, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address