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.

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

Feb 14, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S66

First exam

Feb 14, 2015

First registration

Feb 17, 2015

Dual registered

yes, broker-dealer

Other names

SEAN P HENEY|SEAN PATRICK HENEY

IAPD individual key

5733969

• Occurred

  Feb 8, 2022
  Advisor changed firm

  Sean Patrick Heney left Mml Investors Services, Llc for Townsquare Capital, Llc (registered 2022-02-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc7c06d7-34f2-4682-4120-c0c6f50ff386

First observed

Feb 17, 2015

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.