DFX Intelligence
Advisors
Advisors registered through Portside Wealth Group, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Robert Andrew Torres | Portside Wealth Group, LLC independent RIA | Salt Lake City, Ut | Aug 27, 2026 | 18 y | 4 | 1 |
| Treyton W Walker | Portside Wealth Group, LLC independent RIA | Provo, Ut | May 15, 2026 | 10 y | 0 | 1 |
| Rodney Austin Walker Certified Financial Planner | Portside Wealth Group, LLC independent RIA | South Jordan, Ut | Apr 17, 2023 | 26 y | 3 | 2 |
| J•••••• R•• W•••••••• dual registrant | P••••••• W••••• G••••• L•• independent RIA | Logan, Ut | May 22, 2023 | 25 y | 3 | 2 |
| T•••••• W••••• W•••••• | P••••••• W••••• G••••• L•• independent RIA | Scottdale, Az | Aug 4, 2026 | 11 y | 2 | 1 |
| C•••••••• A••••• W•••• dual registrant | P••••••• W••••• G••••• L•• independent RIA | Provo, Ut | Jun 27, 2023 | 10 y | 2 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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56 advisors match.