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RIA / WealthAdvisorCertified Financial Planner26 years in industry

RODNEY AUSTIN WALKER

Advisor at PORTSIDE WEALTH GROUP, LLC

South Jordan, UT | PROVO, UT

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Search this name across graphsid dfx:ria:ac2cfa3d-7e4b-b5af-774f-965ba928da6b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 9, 2003 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: May 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: May 19, 2000
First registration: Oct 9, 2003
Dual registered: no
IAPD individual key: 4011607

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\|South Jordan, UT	Current employment
TOWNSQUARE CAPITAL, LLC	Asset manager	May 23, 2018	Jun 12, 2023	no	SOUTH JORDAN, UT\|LEHI, UT	Previous registration
ALLEGIS INVESTMENT ADVISORS, LLC	Former SEC adviser	May 24, 2016	Jun 22, 2018	no	BOUNTIFUL, UT\|IDAHO FALLS, ID\|South Jordan, UT	Previous registration
SMEDLEY FINANCIAL SERVICES INC	Independent wealth	Oct 9, 2003	May 16, 2016	no	SALT LAKE CITY, UT\|SALT LAKE CITY, UT\|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 12, 2023	Apr 17, 2023	-56	Bulk transfer	RIA to new firm
ALLEGIS INVESTMENT ADVISORS, LLC	TOWNSQUARE CAPITAL, LLC	Jun 22, 2018	May 23, 2018	-30	Firm change	RIA to RIA
SMEDLEY FINANCIAL SERVICES INC	ALLEGIS INVESTMENT ADVISORS, LLC	May 16, 2016	May 24, 2016	8	Firm change	Other

Relationships

Registered with (4)

→ PORTSIDE WEALTH GROUP, LLCRegistered adviserregistration: current employment
Apr 17, 2023 to presentfactForm ADV
→ TOWNSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
May 23, 2018 to Jun 12, 2023factForm ADV
→ ALLEGIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 24, 2016 to Jun 22, 2018factForm ADV
→ SMEDLEY FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Oct 9, 2003 to May 16, 2016factForm ADV

Dated events

No dated event names this entity yet.