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Randall Greer Sparks

Portside Wealth Group, LLC

South Jordan, UT

Provo, UT

CRD 4258245

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Employer firm

Portside Wealth Group, LLC CRD 325175

$1.43B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Portside Wealth Group, Llc

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-04-17
  • UT RA
    APPROVED
    Since 2023-04-17

Branch Locations

10610 South Jordan Gateway Suite 200, South Jordan, UT 84095 • United States

3507 N University Ave Suite 150, Provo, UT 84604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mccullough Sparks Provo UT 10/2011 06/2020
Allegis Investment Advisors Idaho Falls ID 08/2016 12/2017
Townsquare Capital, Llc Provo UT 10/2017 Present
York Howell Guymon Law Lindon UT 06/2020 Present
  • 10/2011 → 06/2020
    Mccullough Sparks
    Provo, UT
  • 08/2016 → 12/2017
    Allegis Investment Advisors
    Idaho Falls, ID
  • 10/2017 → Present
    Townsquare Capital, Llc
    Provo, UT
  • 06/2020 → Present
    York Howell Guymon Law
    Lindon, UT
Previous Registrations
  • 2017-10-03 → 2023-05-26
    Townsquare Capital, Llc
    Lehi, UT
    South Jordan, UT
  • 2016-08-19 → 2017-12-21
    Allegis Investment Advisors, Llc
    Provo, UT
    Idaho Falls, ID
Other Businesses

1.06/2020 York/Howell/Guymon: Attorney, Not Investment Related, 160 hours/month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-06
  • S65 Uniform Investment Adviser Law Examination
    2016-04-06

View on SEC IAPD

Nearby Firms

LPG CAPITAL MANAGEMENT
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child

Nearby Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT

More in South Jordan, UT

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