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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-09 |
| UT | RA | APPROVED | 2023-04-24 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Partners, Llc | St George | UT | 07/2016 | 04/2018 |
| Townsquare Capital, Llc | Provo | UT | 04/2018 | 06/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | Present |
MR. FLOYD is Borad President of THE "Root for Kids" CENTER" A NON-PROFIT ORGANIZATION. HIS DUTIES THEREIN ARE NON-INVESTMENT RELATED. THE ADDRESS FOR THIS NON-PROFIT ST. GEORGE, UT 84770. HIS START DATE WAS JUNE OF 2000. HE DEVOTES A TOTAL OF 2 HOURS PER MONTH WITH ZERO HOURS PERFORMED DURING TRADING HOURS. Mr. Floyd is a Member of the Board of Friends of Learning Center, a non-profit organization. HIS DUTIES THEREIN ARE NON-INVESTMENT RELATED. THE ADDRESS FOR THIS NON-PROFIT ST. GEORGE, UT 84770. HIS START DATE WAS JUNE OF 2000. HE DEVOTES A TOTAL OF 2 HOURS PER MONTH WITH ZERO HOURS PERFORMED DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
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