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Adam Keith Mckell

Portside Wealth Group, LLC

Riverside, CA

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
CA RA APPROVED 2023-04-25
  • TX RA
    APPROVED_RES
    Since 2024-02-20
  • CA RA
    APPROVED
    Since 2023-04-25

Branch Locations

3714 Tibbetts St Suite 100, Riverside, CA 92506 • 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
American United Life Corona CA 08/2015 02/2018
Oneamerica Securities Corona CA 09/2015 02/2018
Mckell Partners Corona CA 06/2015 Present
Townsquare Capital, Llc Provo UT 02/2018 06/2023
Portside Wealth Group Provo UT 04/2023 Present
  • 08/2015 → 02/2018
    American United Life
    Corona, CA
  • 09/2015 → 02/2018
    Oneamerica Securities
    Corona, CA
  • 06/2015 → Present
    Mckell Partners
    Corona, CA
  • 02/2018 → 06/2023
    Townsquare Capital, Llc
    Provo, UT
  • 04/2023 → Present
    Portside Wealth Group
    Provo, UT
Previous Registrations
Other Businesses

2015-McKell Partners; Self;Non-variable insurance sales (fixed life, fixed annuities) 160 hrs per month during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-17
  • S65 Uniform Investment Adviser Law Examination
    2015-11-17

View on SEC IAPD

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