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RIA / WealthAdvisor28 years in industry

PAUL GORDON EWELL

Advisor at PORTSIDE WEALTH GROUP, LLC

PROVO, UT | Draper, UT

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Search this name across graphsid dfx:ria:77563183-8866-09ff-d535-9fd5232b4a63

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2000 to Sep 15, 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: Dec 29, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 29, 1997
First registration: Oct 10, 2000
Dual registered: no
IAPD individual key: 2985150

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	PROVO, UT\|Draper, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Mar 14, 2019	Jun 8, 2023	no	South Jordan, UT\|LEHI, UT\|Draper, UT	Previous registration
ARS INVESTMENT ADVISORS, INC.	Former SEC adviser	May 22, 2018	Apr 11, 2019	no	KAYSVILLE, UT	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Dec 5, 2016	Jun 15, 2018	no	Draper, UT\|IDAHO FALLS, ID\|SOUTH JORDAN, UT	Previous registration
LEE MILES LLC	State registered	Aug 25, 2016	Dec 2, 2016	no	OGDEN, UT	Previous registration
VANTAGE POINT INVESTMENTS, INC.	State registered	Oct 23, 2014	Aug 8, 2016	no	HERRIMAN, UT	Previous registration
Spc	Bd affiliated wealth	Jul 8, 2003	Oct 24, 2014	no	RIVERTON, UT\|ANN ARBOR, MI	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 10, 2000	Apr 5, 2002	no	RIVERTON, UT	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 8, 2023	May 2, 2023	-37	Bulk transfer	RIA to new firm
ARS INVESTMENT ADVISORS, INC.	TOWNSQUARE CAPITAL, LLC	Apr 11, 2019	Mar 14, 2019	-28	Firm change	RIA to RIA
ALLEGIS INVESTMENT ADVISORS, LLC	ARS INVESTMENT ADVISORS, INC.	Jun 15, 2018	May 22, 2018	-24	Firm change	RIA to new firm
LEE MILES LLC	ALLEGIS INVESTMENT ADVISORS, LLC	Dec 2, 2016	Dec 5, 2016	3	Firm change	Other
VANTAGE POINT INVESTMENTS, INC.	LEE MILES LLC	Aug 8, 2016	Aug 25, 2016	17	Firm change	Other
Spc	VANTAGE POINT INVESTMENTS, INC.	Oct 24, 2014	Oct 23, 2014	-1	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	Spc	Apr 5, 2002	Jul 8, 2003	459	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157314:293750:UT:2018-06-14	Jun 15, 2018	May 22, 2018	SOUTH JORDAN, UT	Firm change

Relationships

Registered with (8)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
May 2, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 14, 2019 to Jun 8, 2023factForm ADV
→ ARS INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
May 22, 2018 to Apr 11, 2019factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 5, 2016 to Jun 15, 2018factForm ADV
→ LEE MILES LLCRegistered adviserregistration: previous registration
Aug 25, 2016 to Dec 2, 2016factForm ADV
→ VANTAGE POINT INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 23, 2014 to Aug 8, 2016factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jul 8, 2003 to Oct 24, 2014factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 10, 2000 to Apr 5, 2002factForm ADV

Dated events

No dated event names this entity yet.