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Michele Marie Laws

Portside Wealth Group, LLC

Swansea, IL

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_RES 2024-02-20
IL RA APPROVED 2023-04-20
  • TX RA
    APPROVED_RES
    Since 2024-02-20
  • IL RA
    APPROVED
    Since 2023-04-20

Branch Locations

4010 N. Illinois St. Suite 1, Swansea, IL 62226 • 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
Turning Point Financial O'FAllon IL 08/2012 Present
National Planning Corporation O'FAllon IL 01/2013 10/2017
Allegis Investment Advisors O Fallon IL 10/2017 05/2018
Allegis Investment Services O Fallon IL 10/2017 02/2019
Divorce Dollars & Sense O Fallon IL 06/2012 Present
Townsquare Capital, Llc Provo UT 04/2018 06/2023
Dfpg Investments, Llc Sandy UT 02/2019 12/2021
Portside Wealth Group Provo UT 05/2023 Present
  • 08/2012 → Present
    Turning Point Financial
    O'FAllon, IL
  • 01/2013 → 10/2017
    National Planning Corporation
    O'FAllon, IL
  • 10/2017 → 05/2018
    Allegis Investment Advisors
    O Fallon, IL
  • 10/2017 → 02/2019
    Allegis Investment Services
    O Fallon, IL
  • 06/2012 → Present
    Divorce Dollars & Sense
    O Fallon, IL
  • 04/2018 → 06/2023
    Provo, UT
  • 02/2019 → 12/2021
    Dfpg Investments, Llc
    Sandy, UT
  • 05/2023 → Present
    Portside Wealth Group
    Provo, UT
Previous Registrations
  • 2018-04-24 → 2023-06-13
    O'FAllon, IL
    Lehi, UT
    Swansea, IL
  • 2017-10-31 → 2018-05-08
    Allegis Investment Advisors, Llc
    O Fallon, IL
  • 2013-01-07 → 2017-10-31
    National Planning Corporation
    O'FAllon, IL
  • 2010-04-30 → 2012-09-06
    Maryland Heights, MO
    Maryland Heights, MO
    Fairview Heights, IL
    Edwardsville, IL
    Maryland Heights, MO
    Edwardsville, IL
Other Businesses

1. 08/2012- PRESENT; TURNING POINT FINANCIAL (fka-SW WEALTH STRATEGIES) - MICHELLE LAWS,DBA, 45 HOURS TOTAL, 40 DURING TRADING HOURS, OFFERING LIFE HEALTH AND ANNUITY AND MEDICARE SERVICES. INVESTMENT RELATED DURING TRADING HOURS. 2. 02/2023- PRESENT; NACVA LITIGATION FORENSIC BOARD MEMBER; NON INVESTMENT RELATED; ATTEND MEETINGS, NO PAY; 1HR PER QRTR 3. Mind Money and Law; Non-Investment Related; Swansea, IL; Divorce Workshop; Speaker; 05/2018; 0% during business hours; Divorce workshop once a month with myself, attorney and mental health professional. Monthly speaker 4. Divorce Dollars; Non-Investment related; Swansea, IL; Divorce Analysis; Board member; 07/2012; 10% during business hours; Board member position with NACVA as litigation forensics member. Monthly phone calls, assist board with decisions. 5. MML Holdings LLC; Non-Investment Related; Swansea, IL; Holding Company for Real Estate; 100% Owner; 09/2019; 1% during business hours; Company that holds the ownership of the new office building suite we are buying. MML holdings will receive money in the form of rent. 6. Bonnie Rafeedie Tax and Accounting; Non-Investment Related; Fairview Heights, IL; Tax Preparation; 03/2022; 1% of Income. Will assist head accountant in tax preparation during tax season. 7. Divorce Financial Coaching: Owner: 10/2023 Provide financial coaching about divorce needs. Non investment related. 2% of income and 5hrs per month. 8. Simply Numbers: Owner 6 /2023: providing clients with forensic business evaluations. Non Investment related, 1% of income and 2hrs per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-29
S63 Uniform Securities Agent State Law Examination 2001-06-25
  • S65 Uniform Investment Adviser Law Examination
    2010-04-29
  • S63 Uniform Securities Agent State Law Examination
    2001-06-25
Other Names
  • Michele Marie Marciniak
  • Michele Marie Caminiti
  • Michele Marie Caminiti
  • Michelle M Worth
  • Michele Marie Marciniak
  • Michele Marie Worth

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