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Kent William Binning

Portside Wealth Group, LLC

Provo, UT

Provo, UT

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Current Employers
Portside Wealth Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-08
UT RA APPROVED 2023-04-17
  • TX RA
    APPROVED
    Since 2023-06-08
  • UT RA
    APPROVED
    Since 2023-04-17

Branch Locations

Provo, UT • 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
New York Life Insurance Co Sandy UT 10/2016 11/2017
Nylife Securities Llc Sandy UT 12/2016 11/2017
Vigilon Financial Partners Murray UT 07/2013 10/2016
Eagle Strategies Llc Sandy UT 03/2017 11/2017
Allegis Investment Advisors, Llc South Jordan UT 12/2017 05/2018
Kent Binning Draper UT 10/1985 Present
Townsquare Capital, Llc Provo UT 04/2018 06/2023
Portside Wealth Group Provo UT 05/2023 Present
  • 10/2016 → 11/2017
    New York Life Insurance Co
    Sandy, UT
  • 12/2016 → 11/2017
    Nylife Securities Llc
    Sandy, UT
  • 07/2013 → 10/2016
    Vigilon Financial Partners
    Murray, UT
  • 03/2017 → 11/2017
    Sandy, UT
  • 12/2017 → 05/2018
    Allegis Investment Advisors, Llc
    South Jordan, UT
  • 10/1985 → Present
    Kent Binning
    Draper, UT
  • 04/2018 → 06/2023
    Provo, UT
  • 05/2023 → Present
    Portside Wealth Group
    Provo, UT
Previous Registrations
  • 2018-05-02 → 2023-06-14
    Lehi, UT
    Draper, UT
  • 2017-12-05 → 2018-05-10
    Allegis Investment Advisors, Llc
    South Jordan, UT
  • 2017-03-22 → 2017-12-07
    Sandy, UT
  • 2013-10-15 → 2016-06-15
    Murray, UT
  • 2009-08-14 → 2013-07-26
    West Valley, UT
    Farmington, UT
    Bellingham, WA
    Indianapolis, IN
    Federal Way, WA
  • 2008-03-19 → 2009-06-25
    Houston, TX
    Weehawken, NJ
    Seattle, WA
    Weehawken, NJ
    Portland, OR
  • 2006-10-05 → 2008-03-17
    Securian Financial Services, Inc.
    Bellevue, WA
    Kent, WA
    Newport Beach, CA
  • 2004-11-23 → 2006-06-30
    Allegis Advisors, Inc.
    Salt Lake City, UT
  • 2002-10-14 → 2004-11-22
    Renton, WA
Other Businesses

SunCrest Advisors, LLC; owner Insurance Trails; i receive renewal and overrides from prior Insurance brokerage.; 1132 E Sunset Dunes Way Draper, Utah, 84020; Start Date 2/2019 ; Role/Title: Insurance Broker; Investment Related; 30 hours per month during securities trading hours] Portside Wealth Advisors: Investment related, IAR offering advisory services. Full time

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-10-12
  • S66 Uniform Combined State Law Examination
    2001-10-12

View on SEC IAPD

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