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RIA / WealthAdvisor28 years in industry

TIMOTHY WILLIAM FLOYD

Advisor at PORTSIDE WEALTH GROUP, LLC

PROVO, UT | St George, UT

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Search this name across graphsid dfx:ria:8416c4ef-6cae-7dc3-d5f2-85bbbfd62adc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Dec 15, 2003 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: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 29, 1997
First registration: Dec 15, 2003
Dual registered: no
IAPD individual key: 2966820

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	Apr 24, 2023	n/a	yes	St George, UT\|PROVO, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	Apr 24, 2018	Jun 23, 2023	no	ST. GEORGE, UT\|LEHI, UT	Previous registration
YELLOWSTONE PARTNERS	Former SEC adviser	Aug 19, 2016	Apr 27, 2018	no	ST. GEORGE, UT	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 19, 2007	Jun 10, 2016	no	ST GEORGE, UT\|FORT MILL, SC\|ST GEORGE, UT\|MESQUITE, NV\|LAS VEGAS, NV\|KANAB, UT\|CEDAR CITY, UT\|ST GEORGE, UT\|KANAB, UT\|LAS VEGAS, NV\|CEDAR CITY, UT\|MESQUITE, NV\|ST GEORGE, UT\|ST GEORGE, UT\|HURRICANE, UT\|HURRICANE, UT	Previous registration
SECU BROKERAGE SERVICES	n/a	Jul 8, 2005	Sep 12, 2007	no	ST GEORGE, UT\|ST GEORGE, UT\|MESQUITE, NV\|KANAB, UT\|LAS VEGAS, NV\|ST GEORGE, UT\|ST GEORGE, UT\|MESQUITE, NV\|KANAB, UT\|LAS VEGAS, NV\|CEDAR CITY, UT	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 13, 2004	Jul 8, 2005	no	CHICO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Dec 15, 2003	Jan 12, 2004	no	SALT LAKE CITY, 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 23, 2023	Apr 24, 2023	-60	Bulk transfer	RIA to new firm
YELLOWSTONE PARTNERS	TOWNSQUARE CAPITAL, LLC	Apr 27, 2018	Apr 24, 2018	-3	Firm change	RIA to RIA
LPL FINANCIAL LLC	YELLOWSTONE PARTNERS	Jun 10, 2016	Aug 19, 2016	70	Firm change	Other
SECU BROKERAGE SERVICES	LPL FINANCIAL LLC	Sep 12, 2007	Sep 19, 2007	7	Firm change	Other
UBS FINANCIAL SERVICES INC.	SECU BROKERAGE SERVICES	Jul 8, 2005	Jul 8, 2005	0	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	UBS FINANCIAL SERVICES INC.	Jan 12, 2004	Jan 13, 2004	1	Firm change	Other

Relationships

Registered with (7)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Apr 24, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Apr 24, 2018 to Jun 23, 2023factForm ADV
→ YELLOWSTONE PARTNERSRegistered adviserregistration: previous registration
Aug 19, 2016 to Apr 27, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 19, 2007 to Jun 10, 2016factForm ADV
→ SECU BROKERAGE SERVICESRegistered adviserregistration: previous registration
Jul 8, 2005 to Sep 12, 2007factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 13, 2004 to Jul 8, 2005factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Dec 15, 2003 to Jan 12, 2004factForm ADV

Dated events

No dated event names this entity yet.