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

PORTSIDE WEALTH GROUP, 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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 11, 2023

First registration

Jan 13, 2023

Dual registered

no

Other names

Aaron Bradley Larson|Aaron Larson

IAPD individual key

7655577

• Occurred

  Oct 28, 2024
  Advisor changed firm

  Aaron Bradley Larson left Olympus Peaks Financial, Llc for Portside Wealth Group, Llc (registered 2025-03-04)

  Form ADVobserved 5 days ago
• Occurred

  Feb 5, 2024
  Advisor changed firm

  Aaron Bradley Larson left Edward Jones for Olympus Peaks Financial, Llc (registered 2024-02-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:21ae0286-43cc-2fdf-5dcc-0b2b4c482f10

First observed

Jan 13, 2023

Last observed

Sep 15, 2026 5 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.