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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2024-02-16 |
| WA | RA | APPROVED | 2024-01-24 |
| UT | RA | APPROVED | 2023-04-26 |
Branch Locations
2187 W Phantom Ln, St George, UT 84770 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
3714 Tibbetts Street Suite 100, Riverside, CA 92506 • United States
947 Orem Blvd, Orem, UT 84058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckell Enterprises, Mckell Partners | Riverside | CA | 10/2001 | Present |
| Townsquare Capital Llc | Riverside | CA | 02/2020 | 06/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | Present |
01/2001- PRESENT MCKELL PARTNERS LLC ;FKA MCKELL ENTERPRISES; OWNER/PRESIDENT OFFERING FIXED LIFE AND ANNUITY PRODUCTS. 80 HRS PR MONTH NON INVESTMENT RELATED. Docere Advisors: Self- Non Investment related; offering fixed Long Term Care coaching and lead program. 12/2022 American Bus Group; Construction Company; sit as a non voting advisory member for board of directors; also manager the firm 401K plan 1/2022 Tibbetts, LLC, member own the building and rent out suites. Non investment related; 1 hr per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-23 |
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