DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)53 years in industry

John William Homer

Advisor at PORTSIDE WEALTH GROUP, LLC

PROVO, UT | Salt LakeCity, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:72fcb0e4-feaa-3dc5-60fb-9b6386295c4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 23, 2004 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: 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: Mar 1, 1973earliest registration or exam on IAPD
Years in industry: 53derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: Nov 4, 1994
First registration: Jan 23, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 249429

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
PORTSIDE WEALTH GROUP, LLC	Independent wealth	May 2, 2023	n/a	yes	Salt LakeCity, UT\|PROVO, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Oct 27, 2021	Jun 23, 2023	no	LEHI, UT\|Salt Lake City, UT	Previous registration
DFPG INVESTMENTS, LLC	Former SEC adviser	Jul 1, 2020	Oct 25, 2021	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|SANDY, UT\|SOUTH JORDAN, UT	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Jun 12, 2019	Jun 30, 2020	no	Salt Lake City, UT	Previous registration
FIRST WESTERN ADVISORS	Former SEC adviser	Jan 23, 2004	Jun 19, 2019	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|MUNICH	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
TOWNSQUARE CAPITAL, LLC	PORTSIDE WEALTH GROUP, LLC	Jun 23, 2023	May 2, 2023	-52	Bulk transfer	RIA to new firm
DFPG INVESTMENTS, LLC	TOWNSQUARE CAPITAL, LLC	Oct 25, 2021	Oct 27, 2021	2	Firm change	RIA to RIA
KMS FINANCIAL SERVICES, INC	DFPG INVESTMENTS, LLC	Jun 30, 2020	Jul 1, 2020	1	Firm change	Ibd to ibd
FIRST WESTERN ADVISORS	KMS FINANCIAL SERVICES, INC	Jun 19, 2019	Jun 12, 2019	-7	Firm change	RIA to ibd

Relationships

Registered with (5)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
May 2, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Oct 27, 2021 to Jun 23, 2023factForm ADV
→ DFPG INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jul 1, 2020 to Oct 25, 2021factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Jun 12, 2019 to Jun 30, 2020factForm ADV
→ FIRST WESTERN ADVISORSRegistered adviserregistration: previous registration
Jan 23, 2004 to Jun 19, 2019factForm ADV

Dated events

No dated event names this entity yet.