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RIA / WealthAdvisor40 years in industry

KENT WILLIAM BINNING

Advisor at PORTSIDE WEALTH GROUP, LLC

Provo, UT | PROVO, UT

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Search this name across graphsid dfx:ria:a62df717-8882-5f6f-ca89-db17a7216061

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2002 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: Oct 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 12, 2001
First registration: Oct 14, 2002
Dual registered: no
IAPD individual key: 4291927

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 17, 2023	n/a	yes	Provo, UT\|PROVO, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	May 2, 2018	Jun 14, 2023	no	LEHI, UT\|Draper, UT	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	Dec 5, 2017	May 10, 2018	no	South Jordan, UT	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Mar 22, 2017	Dec 7, 2017	no	Sandy, UT	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Oct 15, 2013	Jun 15, 2016	no	MURRAY, UT	Previous registration
ONEAMERICA SECURITIES, INC.	Bd affiliated wealth	Aug 14, 2009	Jul 26, 2013	no	WEST VALLEY, UT\|FARMINGTON, UT\|BELLINGHAM, WA\|INDIANAPOLIS, IN\|FEDERAL WAY, WA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Mar 19, 2008	Jun 25, 2009	no	HOUSTON, TX\|WEEHAWKEN, NJ\|SEATTLE, WA\|WEEHAWKEN, NJ\|PORTLAND, OR	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 5, 2006	Mar 17, 2008	no	BELLEVUE, WA\|KENT, WA\|NEWPORT BEACH, CA	Previous registration
ALLEGIS ADVISORS, INC.	n/a	Nov 23, 2004	Jun 30, 2006	no	SALT LAKE CITY, UT	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Oct 14, 2002	Nov 22, 2004	no	RENTON, WA	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 14, 2023	Apr 17, 2023	-58	Bulk transfer	RIA to new firm
ALLEGIS INVESTMENT ADVISORS, LLC	TOWNSQUARE CAPITAL, LLC	May 10, 2018	May 2, 2018	-8	Firm change	RIA to RIA
EAGLE STRATEGIES LLC	ALLEGIS INVESTMENT ADVISORS, LLC	Dec 7, 2017	Dec 5, 2017	-2	Firm change	Other
PARK AVENUE SECURITIES LLC	EAGLE STRATEGIES LLC	Jun 15, 2016	Mar 22, 2017	280	Firm change	Other
ONEAMERICA SECURITIES, INC.	PARK AVENUE SECURITIES LLC	Jul 26, 2013	Oct 15, 2013	81	Firm change	Other
UBS FINANCIAL SERVICES INC.	ONEAMERICA SECURITIES, INC.	Jun 25, 2009	Aug 14, 2009	50	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	UBS FINANCIAL SERVICES INC.	Mar 17, 2008	Mar 19, 2008	2	Firm change	Other
ALLEGIS ADVISORS, INC.	SECURIAN FINANCIAL SERVICES, INC.	Jun 30, 2006	Oct 5, 2006	97	Firm change	Other
ESI FINANCIAL ADVISORS	ALLEGIS ADVISORS, INC.	Nov 22, 2004	Nov 23, 2004	1	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
157314:288576:UT:2018-05-04	May 10, 2018	May 2, 2018	SOUTH JORDAN, UT	Firm change

Relationships

Registered with (10)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Apr 17, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
May 2, 2018 to Jun 14, 2023factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 5, 2017 to May 10, 2018factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Mar 22, 2017 to Dec 7, 2017factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Oct 15, 2013 to Jun 15, 2016factForm ADV
→ ONEAMERICA SECURITIES, INC.Registered adviserregistration: previous registration
Aug 14, 2009 to Jul 26, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Mar 19, 2008 to Jun 25, 2009factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 5, 2006 to Mar 17, 2008factForm ADV
→ ALLEGIS ADVISORS, INC.Registered adviserregistration: previous registration
Nov 23, 2004 to Jun 30, 2006factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Oct 14, 2002 to Nov 22, 2004factForm ADV

Dated events

No dated event names this entity yet.