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

Marissa Emily Smith

Portside Wealth Group, LLCindependent RIAProvo, Ut dual registrantIAPD 7423251

Feed of 09/15/2026

Also filed as Marissa Emily Robinson

At current firm

2 y

since Sep 11, 2024

In the industry

13 y

since Mar 1, 2013 (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 Sep 11, 2024 · Provo, Ut
Stonebriar Wealth, LLC independent RIA
Feb 20, 2024 to Aug 2, 2024 · Lehi, Ut
Kinetic Investment Management, Inc. independent RIA
Mar 21, 2023 to Feb 5, 2024 · Los Angeles, Ca
First Command Advisory Services BD affiliated
Jan 4, 2022 to Mar 9, 2023 · Enterprise, Al

Moves

a registration end followed by a registration begin elsewhere

Stonebriar Wealth, LLC to Portside Wealth Group, LLC
left Aug 2, 2024, registered Sep 11, 2024 (40 days) · RIA to RIA
Kinetic Investment Management, Inc. to Stonebriar Wealth, LLC
left Feb 5, 2024, registered Feb 20, 2024 (15 days) · RIA to RIA
First Command Advisory Services to Kinetic Investment Management, Inc.
left Mar 9, 2023, registered Mar 21, 2023 (12 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Marissa Emily Smith left Stonebriar Wealth, Llc for Portside Wealth Group, Llc (registered 2024-09-11)
Aug 2, 2024 · Advisor changed firm · fact
Marissa Emily Smith left Kinetic Investment Management, Inc. for Stonebriar Wealth, Llc (registered 2024-02-20)
Feb 5, 2024 · Advisor changed firm · fact
Marissa Emily Smith left First Command Advisory Services for Kinetic Investment Management, Inc. (registered 2023-03-21)
Mar 9, 2023 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address