DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dennis Shane Mcmillan

Portside Wealth Group, LLCindependent RIAProvo, Ut dual registrantIAPD 5126963

Feed of 09/14/2026

Also filed as Shane Mcmillan

At current firm

1 y

since Oct 28, 2024

In the industry

20 y

since Jun 29, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Portside Wealth Group, LLC independent RIA current
since Oct 28, 2024 · Bountiful, Ut
Arete Wealth Advisors, LLC BD affiliated
May 18, 2018 to Oct 4, 2024 · Centerville, Ut
Oak Lane Advisors independent RIA
Jan 28, 2016 to Mar 29, 2018 · Centerville, Ut
Signator Investors, Inc. former
Aug 28, 2015 to Jan 27, 2016 · Draper, Ut
Cambridge Investment Research Advisors, Inc. BD affiliated
Sep 14, 2011 to Sep 3, 2015 · Salt Lake City, Ut
Geneos Wealth Management, Inc. BD affiliated
Nov 2, 2009 to Sep 14, 2011 · Holladay, Ut
Insphere Securities, Inc. unclassified
Apr 13, 2009 to Oct 29, 2009 · Salt Lake City, Ut
Insphere Securities, Inc. unclassified
Dec 19, 2007 to Sep 23, 2008 · Salt Lake City, Ut
Bok Financial Advisors BD affiliated
Jun 30, 2006 to Feb 2, 2007 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

Arete Wealth Advisors, LLC to Portside Wealth Group, LLC
left Oct 4, 2024, registered Oct 28, 2024 (24 days) · Affiliated broker-dealer or bank to independent RIA
Oak Lane Advisors to Arete Wealth Advisors, LLC
left Mar 29, 2018, registered May 18, 2018 (50 days) · Other
Signator Investors, Inc. to Oak Lane Advisors
left Jan 27, 2016, registered Jan 28, 2016 (1 days) · Other
Cambridge Investment Research Advisors, Inc. to Signator Investors, Inc.
left Sep 3, 2015, registered Aug 28, 2015 (-6 days) · Other
Geneos Wealth Management, Inc. to Cambridge Investment Research Advisors, Inc.
left Sep 14, 2011, registered Sep 14, 2011 (0 days) · Other
Insphere Securities, Inc. to Geneos Wealth Management, Inc.
left Oct 29, 2009, registered Nov 2, 2009 (4 days) · Other
Bok Financial Advisors to Insphere Securities, Inc.
left Feb 2, 2007, registered Dec 19, 2007 (320 days) · Other

Signals

Dennis Shane Mcmillan left Arete Wealth Advisors, Llc for Portside Wealth Group, Llc (registered 2024-10-28)
Oct 4, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address