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Brent D Christensen

Portside Wealth Group, LLC

Orem, 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
NH RA APPROVED 2026-01-28
TX RA APPROVED_RES 2024-12-04
UT RA APPROVED 2023-04-24
  • NH RA
    APPROVED
    Since 2026-01-28
  • TX RA
    APPROVED_RES
    Since 2024-12-04
  • UT RA
    APPROVED
    Since 2023-04-24

Branch Locations

Orem, 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
Fidelity Investments American Fork UT 12/2012 03/2019
Aventus Wealth Orem UT 03/2019 Present
Townsquare Capital Pleasant Grove UT 02/2020 06/2023
Portside Wealth Group Provo UT 04/2023 Present
  • 12/2012 → 03/2019
    Fidelity Investments
    American Fork, UT
  • 03/2019 → Present
    Aventus Wealth
    Orem, UT
  • 02/2020 → 06/2023
    Townsquare Capital
    Pleasant Grove, UT
  • 04/2023 → Present
    Portside Wealth Group
    Provo, UT
Previous Registrations
Other Businesses

1. 5/2022-PRESENT; BC CONSULTING LLC; INDEPENDENT LIFE INSURANCE/ANNUITY SALES AGENT; 5% OF TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-17
S63 Uniform Securities Agent State Law Examination 2013-03-11
  • S65 Uniform Investment Adviser Law Examination
    2020-03-17
  • S63 Uniform Securities Agent State Law Examination
    2013-03-11
Other Names
  • Brent Christensen

View on SEC IAPD

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